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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 | $2,171 | $77,901-97.2% | $149,717-98.5% | $75,181-97.1% |
| Participation rate | 67.7% | 65.6%+2.2pp | 78.8%-11.0pp | 67.2%+0.5pp |
| Annual return | 46.73% | 31.73%+15.0pp | 134.41%-87.7pp | 160.69%-114.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,218 | $3,411-64.3% | $5,682-78.6% | $4,126-70.5% |
| Admin fee / account holder | $173 | $5,949-97.1% | $13,213-98.7% | $5,650-96.9% |