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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 | $5,099 | $57,119-91.1% | $85,187-94.0% | $80,935-93.7% |
| Participation rate | 55.8% | 56.4%-0.6pp | 67.5%-11.7pp | 67.7%-11.8pp |
| Annual return | 17.67% | 21.70%-4.0pp | 66.67%-49.0pp | 35.66%-18.0pp |
| Employer contribution / active EE | $627 | $1,802-65.2% | $2,732-77.1% | $2,757-77.3% |
| Participant deferral / active EE | $810 | $3,115-74.0% | $4,525-82.1% | $4,299-81.2% |
| Admin fee / account holder | $96 | $4,990-98.1% | $6,162-98.4% | $6,924-98.6% |