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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 | $2,883 | $58,493-95.1% | $84,023-96.6% | $72,976-96.0% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.4pp | 69.5%-2.8pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $707 | $1,163-39.2% | $1,984-64.4% | $2,440-71.0% |
| Participant deferral / active EE | $1,200 | $2,394-49.9% | $3,239-63.0% | $3,608-66.7% |
| Admin fee / account holder | $3 | $4,569-99.9% | $6,102-100.0% | $5,124-99.9% |