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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 | $1,680 | $29,051-94.2% | $52,425-96.8% | $67,986-97.5% |
| Participation rate | 52.0% | 30.4%+21.6pp | 55.6%-3.6pp | 57.2%-5.2pp |
| Annual return | 26.61% | 24.00%+2.6pp | 302.12%-275.5pp | 31.67%-5.1pp |
| Employer contribution / active EE | $129 | $412-68.7% | $914-85.9% | $2,019-93.6% |
| Participant deferral / active EE | $333 | $873-61.9% | $1,790-81.4% | $3,358-90.1% |
| Admin fee / account holder | $150 | $2,113-92.9% | $2,495-94.0% | $3,203-95.3% |