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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 | $5,639 | $100,901-94.4% | $75,501-92.5% | $147,586-96.2% |
| Participation rate | 42.9% | 77.1%-34.3pp | 72.4%-29.5pp | 82.8%-40.0pp |
| Annual return | 30.78% | 35.78%-5.0pp | 27.35%+3.4pp | 578.59%-547.8pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,098 | $4,027-72.7% | $3,142-65.0% | $5,439-79.8% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |