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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 | $5,935 | $81,276-92.7% | $155,574-96.2% | $80,925-92.7% |
| Participation rate | 62.9% | 66.2%-3.4pp | 78.2%-15.4pp | 67.7%-4.8pp |
| Annual return | 15.24% | 33.36%-18.1pp | 64.87%-49.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $550 | $3,103-82.3% | $4,676-88.2% | $2,756-80.0% |
| Participant deferral / active EE | $932 | $3,453-73.0% | $5,629-83.4% | $4,299-78.3% |
| Admin fee / account holder | $119 | $7,993-98.5% | $15,914-99.3% | $6,940-98.3% |