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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 | $4,450 | $99,053-95.5% | $88,179-95.0% | $138,895-96.8% |
| Participation rate | 64.3% | 74.2%-10.0pp | 69.1%-4.9pp | 79.9%-15.6pp |
| Annual return | 21.73% | 78.17%-56.4pp | 64.97%-43.2pp | 145.39%-123.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,769 | $5,225-66.1% | $4,614-61.7% | $6,396-72.3% |
| Admin fee / account holder | $253 | $8,748-97.1% | $7,673-96.7% | $12,562-98.0% |