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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 | $2,320 | $81,358-97.1% | $155,556-98.5% | $80,959-97.1% |
| Participation rate | 67.2% | 66.3%+0.9pp | 78.2%-11.1pp | 67.7%-0.5pp |
| Annual return | 14.38% | 33.39%-19.0pp | 64.84%-50.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $990 | $3,455-71.4% | $5,631-82.4% | $4,300-77.0% |
| Admin fee / account holder | $296 | $7,994-96.3% | $15,885-98.1% | $6,925-95.7% |