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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 | $2,469 | $81,358-97.0% | $155,556-98.4% | $80,959-96.9% |
| Participation rate | 61.0% | 66.3%-5.3pp | 78.2%-17.2pp | 67.7%-6.7pp |
| Annual return | 17.04% | 33.39%-16.3pp | 64.84%-47.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $921 | $3,455-73.3% | $5,631-83.6% | $4,300-78.6% |
| Admin fee / account holder | $290 | $7,994-96.4% | $15,885-98.2% | $6,925-95.8% |