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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 | $4,597 | $67,894-93.2% | $89,340-94.9% | $82,448-94.4% |
| Participation rate | 51.7% | 64.0%-12.3pp | 69.6%-17.8pp | 68.1%-16.3pp |
| Annual return | 85.61% | 19.21%+66.4pp | 20.57%+65.0pp | 41.64%+44.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,021 | $3,072-34.2% | $3,823-47.1% | $4,139-51.2% |
| Admin fee / account holder | $132 | $5,723-97.7% | $6,704-98.0% | $7,234-98.2% |