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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 | $2,629 | $39,028-93.3% | $80,741-96.7% | $85,847-96.9% |
| Participation rate | 17.9% | 41.6%-23.7pp | 54.2%-36.3pp | 69.3%-51.5pp |
| Annual return | 30.12% | 26.31%+3.8pp | 87.30%-57.2pp | 318.61%-288.5pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $345 | $1,326-74.0% | $2,145-83.9% | $3,952-91.3% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |