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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 | $2,192 | $100,279-97.8% | $81,353-97.3% | $145,884-98.5% |
| Participation rate | 63.6% | 74.3%-10.6pp | 69.5%-5.9pp | 80.3%-16.7pp |
| Annual return | 17.04% | 34.49%-17.4pp | 24.82%-7.8pp | 551.85%-534.8pp |
| Employer contribution / active EE | $453 | $2,979-84.8% | $2,464-81.6% | $4,662-90.3% |
| Participant deferral / active EE | $1,420 | $4,611-69.2% | $3,885-63.5% | $6,690-78.8% |
| Admin fee / account holder | $12 | $8,206-99.9% | $5,766-99.8% | $13,392-99.9% |