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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 | $8,411 | $108,825-92.3% | $156,181-94.6% | $82,448-89.8% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 26.28% | 20.59%+5.7pp | 64.87%-38.6pp | 41.64%-15.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,023 | $4,577-55.8% | $6,132-67.0% | $4,139-51.1% |
| Admin fee / account holder | $28 | $9,341-99.7% | $14,586-99.8% | $7,234-99.6% |