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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 | $4,617 | $35,183-86.9% | $73,550-93.7% | $70,126-93.4% |
| Participation rate | 25.0% | 42.9%-17.9pp | 54.9%-29.9pp | 69.5%-44.5pp |
| Annual return | 34.41% | 26.90%+7.5pp | -15.16%+49.6pp | 73.15%-38.7pp |
| Employer contribution / active EE | $251 | $709-64.6% | $1,219-79.4% | $2,343-89.3% |
| Participant deferral / active EE | $574 | $1,220-52.9% | $1,804-68.2% | $3,332-82.8% |
| Admin fee / account holder | $29 | $2,302-98.7% | $2,320-98.8% | $4,645-99.4% |