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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 | $3,786 | $70,435-94.6% | $96,575-96.1% | $85,856-95.6% |
| Participation rate | 36.5% | 61.8%-25.3pp | 69.8%-33.3pp | 69.3%-32.8pp |
| Annual return | 36.92% | 18.59%+18.3pp | 37.79%-0.9pp | 318.58%-281.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,428 | $2,894-50.7% | $3,849-62.9% | $3,952-63.9% |
| Admin fee / account holder | $159 | $4,997-96.8% | $6,182-97.4% | $6,261-97.5% |