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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 | $7,040 | $91,167-92.3% | $178,498-96.1% | $79,858-91.2% |
| Participation rate | 61.7% | 69.2%-7.5pp | 81.9%-20.2pp | 69.6%-7.9pp |
| Annual return | 27.02% | 24.19%+2.8pp | 151.09%-124.1pp | 31.72%-4.7pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,343 | $3,236-27.6% | $5,202-55.0% | $3,740-37.4% |
| Admin fee / account holder | $173 | $6,747-97.4% | $13,985-98.8% | $5,306-96.7% |