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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 | $1,369 | $29,051-95.3% | $52,425-97.4% | $67,986-98.0% |
| Participation rate | 61.0% | 30.4%+30.6pp | 55.6%+5.4pp | 57.2%+3.8pp |
| Annual return | 24.04% | 24.00%0pp | 302.12%-278.1pp | 31.67%-7.6pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $365 | $873-58.2% | $1,790-79.6% | $3,358-89.1% |
| Admin fee / account holder | $125 | $2,113-94.1% | $2,495-95.0% | $3,203-96.1% |