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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 | $1,158 | $29,051-96.0% | $52,425-97.8% | $67,986-98.3% |
| Participation rate | 36.6% | 30.4%+6.2pp | 55.6%-19.0pp | 57.2%-20.6pp |
| Annual return | 33.81% | 24.00%+9.8pp | 302.12%-268.3pp | 31.67%+2.1pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $211 | $873-75.8% | $1,790-88.2% | $3,358-93.7% |
| Admin fee / account holder | $14 | $2,113-99.3% | $2,495-99.4% | $3,203-99.6% |