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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 | $13,814 | $97,881-85.9% | $80,004-82.7% | $125,389-89.0% |
| Participation rate | 61.5% | 77.9%-16.3pp | 73.0%-11.5pp | 83.2%-21.7pp |
| Annual return | 0.05% | 9.36%-9.3pp | 7.63%-7.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $342 | $3,128-89.1% | $2,473-86.2% | $4,866-93.0% |
| Participant deferral / active EE | $713 | $3,744-81.0% | $3,204-77.7% | $5,352-86.7% |
| Admin fee / account holder | $34 | $6,278-99.5% | $5,033-99.3% | $9,541-99.6% |