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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 | $3,262 | $81,358-96.0% | $155,556-97.9% | $80,959-96.0% |
| Participation rate | 56.7% | 66.3%-9.5pp | 78.2%-21.5pp | 67.7%-11.0pp |
| Annual return | 11.93% | 33.39%-21.5pp | 64.84%-52.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $588 | $3,106-81.1% | $4,675-87.4% | $2,757-78.7% |
| Participant deferral / active EE | $962 | $3,455-72.2% | $5,631-82.9% | $4,300-77.6% |
| Admin fee / account holder | $285 | $7,994-96.4% | $15,885-98.2% | $6,925-95.9% |