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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 | $4,504 | $81,331-94.5% | $155,534-97.1% | $80,935-94.4% |
| Participation rate | 50.9% | 66.3%-15.3pp | 78.2%-27.3pp | 67.7%-16.7pp |
| Annual return | 15.06% | 33.37%-18.3pp | 64.92%-49.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,241 | $3,454-64.1% | $5,630-78.0% | $4,299-71.1% |
| Admin fee / account holder | $143 | $7,999-98.2% | $15,900-99.1% | $6,924-97.9% |