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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 | $1,709 | $49,891-96.6% | $80,607-97.9% | $75,181-97.7% |
| Participation rate | 60.0% | 55.3%+4.7pp | 67.0%-7.0pp | 67.2%-7.2pp |
| Annual return | 39.64% | 34.67%+5.0pp | 936.11%-896.5pp | 160.69%-121.0pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,204 | $2,991-59.7% | $4,448-72.9% | $4,126-70.8% |
| Admin fee / account holder | $214 | $3,578-94.0% | $5,379-96.0% | $5,650-96.2% |