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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 | $2,940 | $99,345-97.0% | $84,753-96.5% | $273,972-98.9% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 46.89% | 22.93%+24.0pp | 22.78%+24.1pp | 41.46%+5.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,823 | $4,270-57.3% | $3,712-50.9% | $5,287-65.5% |
| Admin fee / account holder | $13 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |