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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 | $2,714 | $51,638-94.7% | $129,406-97.9% | $80,959-96.6% |
| Participation rate | 57.1% | 56.9%+0.2pp | 69.6%-12.5pp | 67.7%-10.5pp |
| Annual return | 17.24% | 20.78%-3.5pp | 9468.18%-9450.9pp | 35.67%-18.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,160 | $2,670-56.5% | $4,167-72.2% | $4,300-73.0% |
| Admin fee / account holder | $28 | $4,313-99.4% | $7,689-99.6% | $6,925-99.6% |