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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 | $2,995 | $108,201-97.2% | $77,498-96.1% | $158,931-98.1% |
| Participation rate | 39.1% | 64.4%-25.3pp | 54.2%-15.1pp | 82.0%-42.8pp |
| Annual return | 19.53% | 31.68%-12.1pp | 54.79%-35.3pp | 302.86%-283.3pp |
| Employer contribution / active EE | $261 | $1,325-80.3% | $987-73.6% | $4,761-94.5% |
| Participant deferral / active EE | $321 | $2,457-86.9% | $1,861-82.8% | $5,982-94.6% |
| Admin fee / account holder | $10 | $3,709-99.7% | $2,858-99.7% | $11,247-99.9% |