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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 | $4,402 | $77,638-94.3% | $156,551-97.2% | $62,881-93.0% |
| Participation rate | 22.2% | 71.2%-49.0pp | 84.0%-61.8pp | 69.3%-47.1pp |
| Annual return | 10.66% | 50.33%-39.7pp | 32.23%-21.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,132 | $3,046-62.8% | $4,871-76.8% | $3,203-64.7% |
| Admin fee / account holder | $174 | $5,561-96.9% | $13,028-98.7% | $4,296-96.0% |