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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 | $5,511 | $35,183-84.3% | $73,545-92.5% | $70,124-92.1% |
| Participation rate | 29.8% | 42.9%-13.1pp | 54.9%-25.1pp | 69.5%-39.8pp |
| Annual return | 24.81% | 26.90%-2.1pp | -15.16%+40.0pp | 73.14%-48.3pp |
| Employer contribution / active EE | $435 | $709-38.7% | $1,219-64.3% | $2,342-81.4% |
| Participant deferral / active EE | $618 | $1,220-49.4% | $1,806-65.8% | $3,332-81.5% |
| Admin fee / account holder | $36 | $2,302-98.5% | $2,320-98.5% | $4,645-99.2% |