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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 | $711 | $69,118-99.0% | $53,647-98.7% | $138,895-99.5% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | 33.40% | 248.26%-214.9pp | 358.33%-324.9pp | 145.39%-112.0pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $371 | $2,274-83.7% | $1,813-79.6% | $6,396-94.2% |
| Admin fee / account holder | $157 | $2,724-94.2% | $2,460-93.6% | $12,562-98.8% |