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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 | $2,879 | $65,034-95.6% | $90,970-96.8% | $79,856-96.4% |
| Participation rate | 68.3% | 61.6%+6.7pp | 69.0%-0.7pp | 69.6%-1.3pp |
| Annual return | 183.54% | 30.45%+153.1pp | 134.60%+48.9pp | 31.71%+151.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,928 | $2,512-23.2% | $3,373-42.8% | $3,741-48.4% |
| Admin fee / account holder | $29 | $4,536-99.4% | $5,961-99.5% | $5,306-99.5% |