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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 | $4,830 | $76,407-93.7% | $150,298-96.8% | $82,448-94.1% |
| Participation rate | 61.1% | 66.4%-5.3pp | 77.8%-16.7pp | 68.1%-7.0pp |
| Annual return | 18.93% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,022 | $3,214-68.2% | $5,453-81.3% | $4,139-75.3% |
| Admin fee / account holder | $116 | $6,352-98.2% | $14,116-99.2% | $7,234-98.4% |