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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 | $9,675 | $62,672-84.6% | $185,117-94.8% | $70,124-86.2% |
| Participation rate | 27.2% | 63.8%-36.6pp | 77.3%-50.1pp | 69.5%-42.4pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $640 | $1,753-63.5% | $4,182-84.7% | $2,342-72.7% |
| Participant deferral / active EE | $1,329 | $3,272-59.4% | $5,045-73.7% | $3,332-60.1% |
| Admin fee / account holder | $229 | $3,932-94.2% | $8,159-97.2% | $4,645-95.1% |