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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 | $6,279 | $108,285-94.2% | $77,552-91.9% | $158,982-96.1% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 26.47% | 31.69%-5.2pp | 54.82%-28.3pp | 302.99%-276.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,362 | $2,455-44.5% | $1,861-26.8% | $5,983-77.2% |
| Admin fee / account holder | $18 | $3,709-99.5% | $2,859-99.4% | $11,252-99.8% |