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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 | $5,962 | $48,078-87.6% | $78,676-92.4% | $62,881-90.5% |
| Participation rate | 61.8% | 65.2%-3.4pp | 73.6%-11.8pp | 69.3%-7.5pp |
| Annual return | 39.87% | 31.36%+8.5pp | 62.19%-22.3pp | 20.14%+19.7pp |
| Employer contribution / active EE | $214 | $2,015-89.4% | $2,850-92.5% | $2,281-90.6% |
| Participant deferral / active EE | $1,858 | $2,587-28.2% | $3,517-47.2% | $3,203-42.0% |
| Admin fee / account holder | $19 | $3,206-99.4% | $4,510-99.6% | $4,296-99.5% |