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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 | $5,193 | $75,541-93.1% | $152,093-96.6% | $82,637-93.7% |
| Participation rate | 54.8% | 66.5%-11.8pp | 77.8%-23.0pp | 68.1%-13.3pp |
| Annual return | 24.62% | 32.56%-7.9pp | 66.36%-41.7pp | 53.51%-28.9pp |
| Employer contribution / active EE | $390 | $2,622-85.1% | $4,175-90.7% | $2,552-84.7% |
| Participant deferral / active EE | $980 | $3,206-69.4% | $5,451-82.0% | $4,126-76.2% |
| Admin fee / account holder | $167 | $6,405-97.4% | $14,497-98.8% | $7,339-97.7% |