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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 | $77,814-95.5% | $158,223-97.8% | $86,983-96.0% |
| Participation rate | 61.3% | 68.4%-7.1pp | 79.2%-17.9pp | 69.5%-8.3pp |
| Annual return | 15.03% | 30.54%-15.5pp | 52.09%-37.1pp | 25.83%-10.8pp |
| Employer contribution / active EE | $408 | $2,592-84.2% | $4,109-90.1% | $2,584-84.2% |
| Participant deferral / active EE | $1,252 | $3,270-61.7% | $5,467-77.1% | $4,194-70.2% |
| Admin fee / account holder | $276 | $5,879-95.3% | $16,047-98.3% | $7,856-96.5% |