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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 | $1,499 | $63,456-97.6% | $100,712-98.5% | $64,097-97.7% |
| Participation rate | 12.6% | 49.7%-37.1pp | 69.3%-56.7pp | 55.2%-42.6pp |
| Annual return | 18.88% | 19.65%-0.8pp | 33.27%-14.4pp | 34.64%-15.8pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $0 | $2,463-100.0% | $4,085-100.0% | $3,080-100.0% |
| Admin fee / account holder | $24 | $4,808-99.5% | $9,256-99.7% | $3,454-99.3% |