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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 | $4,854 | $84,236-94.2% | $170,435-97.2% | $70,126-93.1% |
| Participation rate | 52.0% | 70.8%-18.8pp | 83.6%-31.6pp | 69.5%-17.5pp |
| Annual return | 18.36% | 23.06%-4.7pp | 205.94%-187.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,106 | $3,086-64.2% | $4,939-77.6% | $3,332-66.8% |
| Admin fee / account holder | $300 | $5,698-94.7% | $13,881-97.8% | $4,645-93.5% |