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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 | $4,173 | $48,327-91.4% | $67,575-93.8% | $80,935-94.8% |
| Participation rate | 43.6% | 66.4%-22.8pp | 72.9%-29.3pp | 67.7%-24.1pp |
| Annual return | 16.42% | 18.31%-1.9pp | 3528.98%-3512.6pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,174 | $2,927-59.9% | $4,003-70.7% | $4,299-72.7% |
| Admin fee / account holder | $67 | $3,692-98.2% | $3,993-98.3% | $6,924-99.0% |