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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 | $8,048 | $91,167-91.2% | $178,498-95.5% | $79,858-89.9% |
| Participation rate | 37.5% | 69.2%-31.7pp | 81.9%-44.4pp | 69.6%-32.1pp |
| Annual return | 31.98% | 24.19%+7.8pp | 151.09%-119.1pp | 31.72%+0.3pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,488 | $3,236-54.0% | $5,202-71.4% | $3,740-60.2% |
| Admin fee / account holder | $45 | $6,747-99.3% | $13,985-99.7% | $5,306-99.2% |