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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 | $2,099 | $27,800-92.4% | $58,561-96.4% | $71,511-97.1% |
| Participation rate | 45.4% | 34.6%+10.8pp | 50.9%-5.5pp | 67.9%-22.5pp |
| Annual return | 32.98% | 26.80%+6.2pp | 4251.33%-4218.3pp | 28.86%+4.1pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $724 | $1,208-40.1% | $1,923-62.4% | $4,291-83.1% |
| Admin fee / account holder | $208 | $1,637-87.3% | $2,520-91.8% | $1,588-86.9% |