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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 | $17,856 | $72,012-75.2% | $185,827-90.4% | $79,858-77.6% |
| Participation rate | 57.5% | 65.8%-8.3pp | 78.0%-20.5pp | 69.6%-12.1pp |
| Annual return | 75.59% | 23.12%+52.5pp | 35.96%+39.6pp | 31.72%+43.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,273 | $3,779-66.3% | $5,633-77.4% | $3,740-66.0% |
| Admin fee / account holder | $150 | $4,513-96.7% | $9,502-98.4% | $5,306-97.2% |