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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 | $1,545 | $51,638-97.0% | $68,368-97.7% | $82,448-98.1% |
| Participation rate | 68.6% | 63.6%+5.0pp | 73.8%-5.2pp | 68.1%+0.5pp |
| Annual return | 18.83% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $776 | $2,914-73.4% | $4,123-81.2% | $4,139-81.3% |
| Admin fee / account holder | $8 | $4,643-99.8% | $5,150-99.8% | $7,234-99.9% |