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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 | $2,696 | $45,343-94.1% | $150,298-98.2% | $67,986-96.0% |
| Participation rate | 68.4% | 51.9%+16.5pp | 77.8%-9.4pp | 57.2%+11.2pp |
| Annual return | 34.70% | 33.28%+1.4pp | 62.79%-28.1pp | 31.67%+3.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,011 | $2,055-50.8% | $5,453-81.5% | $3,358-69.9% |
| Admin fee / account holder | $107 | $2,250-95.3% | $14,116-99.2% | $3,203-96.7% |