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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 | $2,503 | $58,099-95.7% | $76,872-96.7% | $75,173-96.7% |
| Participation rate | 67.0% | 63.9%+3.2pp | 69.6%-2.5pp | 67.2%-0.2pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.90%-37.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $723 | $1,996-63.8% | $2,533-71.5% | $2,671-72.9% |
| Participant deferral / active EE | $1,128 | $2,999-62.4% | $3,832-70.6% | $4,126-72.7% |
| Admin fee / account holder | $168 | $4,778-96.5% | $5,476-96.9% | $5,651-97.0% |