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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 | $1,461 | $36,140-96.0% | $73,658-98.0% | $64,340-97.7% |
| Participation rate | 69.0% | 31.0%+38.0pp | 57.0%+12.0pp | 55.2%+13.8pp |
| Annual return | 21.25% | 21.48%-0.2pp | 29.72%-8.5pp | 24.14%-2.9pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $406 | $1,023-60.3% | $2,062-80.3% | $2,980-86.4% |
| Admin fee / account holder | $208 | $2,513-91.7% | $3,357-93.8% | $3,703-94.4% |