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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 | $4,940 | $45,119-89.1% | $85,126-94.2% | $74,429-93.4% |
| Participation rate | 51.0% | 49.4%+1.6pp | 67.5%-16.5pp | 67.2%-16.2pp |
| Annual return | 20.49% | 26.28%-5.8pp | 66.63%-46.1pp | 1368.38%-1347.9pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,200 | $2,738-56.2% | $4,523-73.5% | $4,348-72.4% |
| Admin fee / account holder | $24 | $2,214-98.9% | $6,160-99.6% | $1,944-98.8% |