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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 | $701 | $107,015-99.3% | $73,545-99.0% | $147,585-99.5% |
| Participation rate | 52.4% | 66.4%-14.0pp | 54.9%-2.5pp | 82.8%-30.4pp |
| Annual return | 22.69% | 38.25%-15.6pp | -15.16%+37.9pp | 578.58%-555.9pp |
| Employer contribution / active EE | $104 | $1,760-94.1% | $1,219-91.4% | $4,876-97.9% |
| Participant deferral / active EE | $209 | $2,462-91.5% | $1,806-88.4% | $5,439-96.2% |
| Admin fee / account holder | $64 | $3,055-97.9% | $2,320-97.3% | $10,886-99.4% |