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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 | $2,567 | $81,331-96.8% | $155,534-98.3% | $80,935-96.8% |
| Participation rate | 67.6% | 66.3%+1.4pp | 78.2%-10.6pp | 67.7%0pp |
| Annual return | 12.30% | 33.37%-21.1pp | 64.92%-52.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,030 | $3,454-70.2% | $5,630-81.7% | $4,299-76.0% |
| Admin fee / account holder | $252 | $7,999-96.9% | $15,900-98.4% | $6,924-96.4% |