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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 | $1,904 | $37,446-94.9% | $77,552-97.5% | $79,856-97.6% |
| Participation rate | 32.1% | 41.5%-9.4pp | 54.2%-22.0pp | 69.6%-37.5pp |
| Annual return | 18.38% | 39.76%-21.4pp | 54.82%-36.4pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $581 | $1,261-53.9% | $1,861-68.8% | $3,741-84.5% |
| Admin fee / account holder | $62 | $2,506-97.5% | $2,859-97.8% | $5,306-98.8% |