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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 | $3,007 | $48,284-93.8% | $67,524-95.5% | $80,911-96.3% |
| Participation rate | 67.9% | 66.4%+1.5pp | 72.9%-5.0pp | 67.6%+0.2pp |
| Annual return | 14.63% | 18.27%-3.6pp | 3519.41%-3504.8pp | 35.63%-21.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,576 | $2,927-46.2% | $4,001-60.6% | $4,297-63.3% |
| Admin fee / account holder | $28 | $3,688-99.2% | $4,001-99.3% | $6,935-99.6% |