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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 | $8,500 | $53,774-84.2% | $134,162-93.7% | $79,856-89.4% |
| Participation rate | 22.2% | 58.8%-36.6pp | 72.2%-50.0pp | 69.6%-47.4pp |
| Annual return | 29.28% | 19.01%+10.3pp | 36.35%-7.1pp | 31.71%-2.4pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $985 | $2,420-59.3% | $3,500-71.9% | $3,741-73.7% |
| Admin fee / account holder | $58 | $3,985-98.5% | $6,685-99.1% | $5,306-98.9% |