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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 | $4,071 | $57,140-92.9% | $85,240-95.2% | $80,959-95.0% |
| Participation rate | 32.1% | 56.4%-24.3pp | 67.5%-35.4pp | 67.7%-35.5pp |
| Annual return | 17.12% | 21.71%-4.6pp | 66.75%-49.6pp | 35.67%-18.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $942 | $3,115-69.8% | $4,527-79.2% | $4,300-78.1% |
| Admin fee / account holder | $293 | $4,992-94.1% | $6,165-95.3% | $6,925-95.8% |