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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 | $516 | $36,948-98.6% | $73,658-99.3% | $87,485-99.4% |
| Participation rate | 46.3% | 46.8%-0.5pp | 57.0%-10.7pp | 68.9%-22.6pp |
| Annual return | 17.50% | 28.64%-11.1pp | 29.72%-12.2pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $316 | $1,379-77.1% | $2,062-84.7% | $4,274-92.6% |
| Admin fee / account holder | $199 | $2,531-92.1% | $3,357-94.1% | $7,775-97.4% |