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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 | $2,640 | $65,712-96.0% | $57,196-95.4% | $273,972-99.0% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 0.00% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $849 | $3,280-74.1% | $2,683-68.4% | $4,869-82.6% |
| Participant deferral / active EE | $1,649 | $3,782-56.4% | $3,096-46.7% | $5,287-68.8% |
| Admin fee / account holder | $21 | $4,838-99.6% | $3,141-99.3% | $10,133-99.8% |