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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 | $43,496-95.4% | $161,489-98.7% | $64,340-96.9% |
| Participation rate | 55.9% | 53.5%+2.3pp | 78.7%-22.8pp | 55.2%+0.6pp |
| Annual return | 25.30% | 20.76%+4.5pp | 89.72%-64.4pp | 24.14%+1.2pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $746 | $1,996-62.6% | $5,630-86.7% | $2,980-75.0% |
| Admin fee / account holder | $146 | $2,330-93.7% | $16,006-99.1% | $3,703-96.1% |