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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,344 | $50,554-91.4% | $67,681-93.6% | $87,485-95.0% |
| Participation rate | 58.6% | 67.7%-9.1pp | 73.7%-15.1pp | 68.9%-10.3pp |
| Annual return | 20.93% | 17.81%+3.1pp | 590.58%-569.7pp | 26.06%-5.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,401 | $2,961-52.7% | $3,976-64.8% | $4,274-67.2% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |