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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 | $4,724 | $48,364-90.2% | $71,796-93.4% | $62,881-92.5% |
| Participation rate | 51.3% | 60.6%-9.3pp | 69.1%-17.8pp | 69.3%-18.0pp |
| Annual return | 13.20% | 13.16%0pp | 78.04%-64.8pp | 20.14%-6.9pp |
| Employer contribution / active EE | $585 | $1,042-43.9% | $1,924-69.6% | $2,281-74.4% |
| Participant deferral / active EE | $1,053 | $2,091-49.6% | $2,794-62.3% | $3,203-67.1% |
| Admin fee / account holder | $134 | $3,771-96.4% | $4,815-97.2% | $4,296-96.9% |