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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 | $682 | $37,156-98.2% | $83,854-99.2% | $86,983-99.2% |
| Participation rate | 48.9% | 49.1%-0.2pp | 59.1%-10.2pp | 69.5%-20.7pp |
| Annual return | 31.44% | 29.88%+1.6pp | 31.39%0pp | 25.83%+5.6pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $414 | $1,418-70.8% | $2,035-79.7% | $4,194-90.1% |
| Admin fee / account holder | $205 | $2,510-91.8% | $3,197-93.6% | $7,856-97.4% |