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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 | $1,951 | $27,800-93.0% | $58,561-96.7% | $71,511-97.3% |
| Participation rate | 67.6% | 34.6%+33.0pp | 50.9%+16.7pp | 67.9%-0.3pp |
| Annual return | 24.42% | 26.80%-2.4pp | 4251.33%-4226.9pp | 28.86%-4.4pp |
| Employer contribution / active EE | $270 | $632-57.2% | $1,053-74.4% | $2,589-89.6% |
| Participant deferral / active EE | $468 | $1,208-61.3% | $1,923-75.7% | $4,291-89.1% |
| Admin fee / account holder | $161 | $1,637-90.2% | $2,520-93.6% | $1,588-89.9% |