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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 | $6,478 | $61,125-89.4% | $94,057-93.1% | $87,485-92.6% |
| Participation rate | 67.7% | 64.1%+3.7pp | 73.3%-5.6pp | 68.9%-1.2pp |
| Annual return | 15.99% | 35.20%-19.2pp | 480.62%-464.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $914 | $3,260-72.0% | $4,709-80.6% | $4,274-78.6% |
| Admin fee / account holder | $44 | $5,629-99.2% | $7,244-99.4% | $7,775-99.4% |