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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 | $6,358 | $78,707-91.9% | $117,861-94.6% | $70,126-90.9% |
| Participation rate | 41.7% | 73.2%-31.5pp | 79.7%-38.0pp | 69.5%-27.9pp |
| Annual return | 26.29% | 23.30%+3.0pp | 335.11%-308.8pp | 73.15%-46.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,826 | $3,297-44.6% | $4,482-59.3% | $3,332-45.2% |
| Admin fee / account holder | $6 | $5,066-99.9% | $8,021-99.9% | $4,645-99.9% |