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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 | $4,358 | $73,978-94.1% | $96,515-95.5% | $75,173-94.2% |
| Participation rate | 58.1% | 66.4%-8.4pp | 74.3%-16.3pp | 67.2%-9.1pp |
| Annual return | 247.65% | 26.72%+220.9pp | 35.73%+211.9pp | 160.72%+86.9pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,979 | $3,660-45.9% | $4,880-59.4% | $4,126-52.0% |
| Admin fee / account holder | $290 | $5,219-94.4% | $6,735-95.7% | $5,651-94.9% |