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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 | $3,387 | $46,599-92.7% | $64,101-94.7% | $75,173-95.5% |
| Participation rate | 55.9% | 65.9%-10.1pp | 72.3%-16.4pp | 67.2%-11.3pp |
| Annual return | 30.33% | 26.06%+4.3pp | 33.72%-3.4pp | 160.72%-130.4pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,015 | $2,837-64.2% | $3,881-73.9% | $4,126-75.4% |
| Admin fee / account holder | $33 | $2,956-98.9% | $3,070-98.9% | $5,651-99.4% |