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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 | $5,413 | $43,344-87.5% | $59,899-91.0% | $64,173-91.6% |
| Participation rate | 47.8% | 69.2%-21.4pp | 74.7%-26.9pp | 69.6%-21.8pp |
| Annual return | 59.85% | -1.55%+61.4pp | 3.46%+56.4pp | 7.63%+52.2pp |
| Employer contribution / active EE | $783 | $2,030-61.4% | $2,723-71.3% | $2,381-67.1% |
| Participant deferral / active EE | $1,267 | $2,547-50.3% | $3,402-62.8% | $3,470-63.5% |
| Admin fee / account holder | $144 | $3,008-95.2% | $3,592-96.0% | $4,887-97.0% |