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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 | $3,094 | $41,016-92.5% | $152,093-98.0% | $64,097-95.2% |
| Participation rate | 58.5% | 51.3%+7.1pp | 77.8%-19.3pp | 55.2%+3.3pp |
| Annual return | 84.51% | 39.60%+44.9pp | 66.36%+18.1pp | 34.64%+49.9pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $639 | $1,927-66.9% | $5,451-88.3% | $3,080-79.3% |
| Admin fee / account holder | $162 | $2,305-93.0% | $14,497-98.9% | $3,454-95.3% |