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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 | $745 | $29,051-97.4% | $52,425-98.6% | $67,986-98.9% |
| Participation rate | 56.1% | 30.4%+25.6pp | 55.6%+0.5pp | 57.2%-1.1pp |
| Annual return | 26.78% | 24.00%+2.8pp | 302.12%-275.3pp | 31.67%-4.9pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $245 | $873-72.0% | $1,790-86.3% | $3,358-92.7% |
| Admin fee / account holder | $53 | $2,113-97.5% | $2,495-97.9% | $3,203-98.3% |