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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 | $3,540 | $46,599-92.4% | $64,101-94.5% | $75,173-95.3% |
| Participation rate | 64.0% | 65.9%-2.0pp | 72.3%-8.4pp | 67.2%-3.3pp |
| Annual return | 17.43% | 26.06%-8.6pp | 33.72%-16.3pp | 160.72%-143.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $927 | $2,837-67.3% | $3,881-76.1% | $4,126-77.5% |
| Admin fee / account holder | $153 | $2,956-94.8% | $3,070-95.0% | $5,651-97.3% |