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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 | $3,532 | $77,920-95.5% | $149,723-97.6% | $75,177-95.3% |
| Participation rate | 58.8% | 65.6%-6.8pp | 78.8%-20.0pp | 67.2%-8.4pp |
| Annual return | 21.86% | 31.72%-9.9pp | 134.50%-112.6pp | 160.75%-138.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,401 | $3,411-58.9% | $5,682-75.3% | $4,126-66.0% |
| Admin fee / account holder | $219 | $5,951-96.3% | $13,215-98.3% | $5,651-96.1% |