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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 | $4,568 | $75,541-94.0% | $152,093-97.0% | $82,637-94.5% |
| Participation rate | 55.9% | 66.5%-10.7pp | 77.8%-21.9pp | 68.1%-12.2pp |
| Annual return | 36.67% | 32.56%+4.1pp | 66.36%-29.7pp | 53.51%-16.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,209 | $3,206-31.1% | $5,451-59.5% | $4,126-46.5% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |