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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 | $4,335 | $57,590-92.5% | $86,233-95.0% | $82,448-94.7% |
| Participation rate | 65.5% | 57.9%+7.7pp | 69.0%-3.5pp | 68.1%-2.6pp |
| Annual return | 170.31% | 22.41%+147.9pp | 61.39%+108.9pp | 41.64%+128.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,235 | $3,080-59.9% | $4,559-72.9% | $4,139-70.2% |
| Admin fee / account holder | $193 | $4,730-95.9% | $8,342-97.7% | $7,234-97.3% |