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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 | $2,907 | $41,854-93.1% | $73,835-96.1% | $52,331-94.4% |
| Participation rate | 67.2% | 66.2%+0.9pp | 73.4%-6.3pp | 68.1%-0.9pp |
| Annual return | 10.13% | 2.11%+8.0pp | 2268.13%-2258.0pp | 4.54%+5.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,788-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $962 | $2,498-61.5% | $3,583-73.1% | $3,022-68.2% |
| Admin fee / account holder | $214 | $493-56.6% | $4,880-95.6% | $592-63.9% |