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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 | $4,744 | $77,638-93.9% | $156,551-97.0% | $62,881-92.5% |
| Participation rate | 56.1% | 71.2%-15.1pp | 84.0%-27.9pp | 69.3%-13.2pp |
| Annual return | 13.87% | 50.33%-36.5pp | 32.23%-18.4pp | 20.14%-6.3pp |
| Employer contribution / active EE | $774 | $3,444-77.5% | $5,501-85.9% | $2,281-66.1% |
| Participant deferral / active EE | $1,265 | $3,046-58.5% | $4,871-74.0% | $3,203-60.5% |
| Admin fee / account holder | $82 | $5,561-98.5% | $13,028-99.4% | $4,296-98.1% |