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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 | $3,922 | $36,140-89.1% | $73,658-94.7% | $64,340-93.9% |
| Participation rate | 49.1% | 31.0%+18.1pp | 57.0%-7.9pp | 55.2%-6.1pp |
| Annual return | 19.69% | 21.48%-1.8pp | 29.72%-10.0pp | 24.14%-4.5pp |
| Employer contribution / active EE | $154 | $443-65.2% | $1,032-85.1% | $1,862-91.7% |
| Participant deferral / active EE | $564 | $1,023-44.8% | $2,062-72.6% | $2,980-81.1% |
| Admin fee / account holder | $261 | $2,513-89.6% | $3,357-92.2% | $3,703-92.9% |