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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 | $953 | $36,948-97.4% | $73,658-98.7% | $87,485-98.9% |
| Participation rate | 61.0% | 46.8%+14.2pp | 57.0%+4.0pp | 68.9%-7.9pp |
| Annual return | 37.64% | 28.64%+9.0pp | 29.72%+7.9pp | 26.06%+11.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $499 | $1,379-63.8% | $2,062-75.8% | $4,274-88.3% |
| Admin fee / account holder | $75 | $2,531-97.0% | $3,357-97.8% | $7,775-99.0% |