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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 | $3,608 | $32,037-88.7% | $69,182-94.8% | $62,881-94.3% |
| Participation rate | 17.9% | 43.4%-25.5pp | 55.1%-37.2pp | 69.3%-51.4pp |
| Annual return | 23.33% | 15.16%+8.2pp | -21.93%+45.3pp | 20.14%+3.2pp |
| Employer contribution / active EE | $275 | $679-59.6% | $1,206-77.2% | $2,281-88.0% |
| Participant deferral / active EE | $318 | $1,185-73.2% | $1,897-83.2% | $3,203-90.1% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |