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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 | $3,057 | $57,590-94.7% | $86,233-96.5% | $82,448-96.3% |
| Participation rate | 32.7% | 57.9%-25.2pp | 69.0%-36.4pp | 68.1%-35.4pp |
| Annual return | 28.98% | 22.41%+6.6pp | 61.39%-32.4pp | 41.64%-12.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,097 | $3,080-64.4% | $4,559-75.9% | $4,139-73.5% |
| Admin fee / account holder | $38 | $4,730-99.2% | $8,342-99.5% | $7,234-99.5% |