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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 | $60,442-94.9% | $96,754-96.8% | $87,485-96.5% |
| Participation rate | 32.7% | 58.7%-26.1pp | 70.3%-37.6pp | 68.9%-36.3pp |
| Annual return | 28.98% | 21.97%+7.0pp | 82.04%-53.1pp | 26.06%+2.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,097 | $3,280-66.6% | $4,758-77.0% | $4,274-74.3% |
| Admin fee / account holder | $38 | $5,069-99.2% | $8,905-99.6% | $7,775-99.5% |