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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 | $2,315 | $101,618-97.7% | $93,063-97.5% | $137,256-98.3% |
| Participation rate | 63.6% | 74.9%-11.3pp | 72.1%-8.5pp | 80.0%-16.3pp |
| Annual return | 27.61% | 223.95%-196.3pp | 34.15%-6.5pp | 220.34%-192.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $677 | $4,279-84.2% | $3,958-82.9% | $6,407-89.4% |
| Admin fee / account holder | $42 | $6,198-99.3% | $6,033-99.3% | $12,270-99.7% |