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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 | $4,865 | $77,901-93.8% | $149,717-96.8% | $75,181-93.5% |
| Participation rate | 54.1% | 65.6%-11.5pp | 78.8%-24.7pp | 67.2%-13.1pp |
| Annual return | 26.25% | 31.73%-5.5pp | 134.41%-108.2pp | 160.69%-134.4pp |
| Employer contribution / active EE | $576 | $3,137-81.7% | $4,820-88.1% | $2,671-78.4% |
| Participant deferral / active EE | $1,400 | $3,411-59.0% | $5,682-75.4% | $4,126-66.1% |
| Admin fee / account holder | $172 | $5,949-97.1% | $13,213-98.7% | $5,650-97.0% |