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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 | $2,019 | $45,343-95.5% | $150,298-98.7% | $67,986-97.0% |
| Participation rate | 55.9% | 51.9%+4.0pp | 77.8%-21.9pp | 57.2%-1.4pp |
| Annual return | 25.30% | 33.28%-8.0pp | 62.79%-37.5pp | 31.67%-6.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $746 | $2,055-63.7% | $5,453-86.3% | $3,358-77.8% |
| Admin fee / account holder | $146 | $2,250-93.5% | $14,116-99.0% | $3,203-95.4% |