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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 | $3,509 | $78,690-95.5% | $161,489-97.8% | $87,485-96.0% |
| Participation rate | 61.3% | 67.5%-6.2pp | 78.7%-17.4pp | 68.9%-7.6pp |
| Annual return | 15.03% | 32.74%-17.7pp | 89.72%-74.7pp | 26.06%-11.0pp |
| Employer contribution / active EE | $408 | $2,588-84.2% | $4,268-90.4% | $2,596-84.3% |
| Participant deferral / active EE | $1,252 | $3,311-62.2% | $5,630-77.8% | $4,274-70.7% |
| Admin fee / account holder | $276 | $6,724-95.9% | $16,006-98.3% | $7,775-96.5% |