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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 | $598 | $37,428-98.4% | $77,498-99.2% | $79,860-99.3% |
| Participation rate | 46.9% | 41.5%+5.4pp | 54.2%-7.2pp | 69.6%-22.7pp |
| Annual return | 53.98% | 39.71%+14.3pp | 54.79%-0.8pp | 31.72%+22.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $417 | $1,260-66.9% | $1,861-77.6% | $3,740-88.8% |
| Admin fee / account holder | $4 | $2,505-99.8% | $2,858-99.9% | $5,306-99.9% |