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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 | $1,589 | $94,439-98.3% | $73,658-97.8% | $154,746-99.0% |
| Participation rate | 38.9% | 64.7%-25.8pp | 57.0%-18.2pp | 80.7%-41.8pp |
| Annual return | 26.04% | 28.25%-2.2pp | 29.72%-3.7pp | 172.34%-146.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $340 | $2,527-86.5% | $2,062-83.5% | $6,730-94.9% |
| Admin fee / account holder | $101 | $3,843-97.4% | $3,357-97.0% | $14,365-99.3% |