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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 | $3,397 | $54,541-93.8% | $78,778-95.7% | $70,126-95.2% |
| Participation rate | 60.7% | 60.8%-0.1pp | 69.2%-8.5pp | 69.5%-8.8pp |
| Annual return | 44.03% | 21.07%+23.0pp | 35.62%+8.4pp | 73.15%-29.1pp |
| Employer contribution / active EE | $783 | $1,089-28.1% | $1,986-60.6% | $2,343-66.6% |
| Participant deferral / active EE | $1,007 | $2,210-54.4% | $2,958-66.0% | $3,332-69.8% |
| Admin fee / account holder | $13 | $3,709-99.7% | $5,134-99.7% | $4,645-99.7% |