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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 | $5,889 | $90,486-93.5% | $78,676-92.5% | $273,972-97.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 2.54% | 75.62%-73.1pp | 62.19%-59.6pp | 41.46%-38.9pp |
| Employer contribution / active EE | $1,285 | $3,175-59.5% | $2,850-54.9% | $4,869-73.6% |
| Participant deferral / active EE | $688 | $3,901-82.4% | $3,517-80.4% | $5,287-87.0% |
| Admin fee / account holder | $244 | $5,263-95.4% | $4,510-94.6% | $10,133-97.6% |