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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 | $4,003 | $48,078-91.7% | $78,676-94.9% | $62,881-93.6% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 101.87% | 31.36%+70.5pp | 62.19%+39.7pp | 20.14%+81.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,862 | $2,587-28.0% | $3,517-47.0% | $3,203-41.9% |
| Admin fee / account holder | $79 | $3,206-97.6% | $4,510-98.3% | $4,296-98.2% |