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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 | $5,952 | $91,086-93.5% | $203,872-97.1% | $86,983-93.2% |
| Participation rate | 65.8% | 65.8%0pp | 77.8%-12.0pp | 69.5%-3.8pp |
| Annual return | 26.46% | 22.30%+4.2pp | 85.11%-58.7pp | 25.83%+0.6pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,834 | $4,019-54.4% | $6,388-71.3% | $4,194-56.3% |
| Admin fee / account holder | $294 | $8,987-96.7% | $11,730-97.5% | $7,856-96.3% |