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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 | $4,241 | $45,343-90.6% | $150,298-97.2% | $67,986-93.8% |
| Participation rate | 30.6% | 51.9%-21.2pp | 77.8%-47.1pp | 57.2%-26.6pp |
| Annual return | 29.53% | 33.28%-3.8pp | 62.79%-33.3pp | 31.67%-2.1pp |
| Employer contribution / active EE | $307 | $1,462-79.0% | $4,154-92.6% | $2,019-84.8% |
| Participant deferral / active EE | $656 | $2,055-68.1% | $5,453-88.0% | $3,358-80.5% |
| Admin fee / account holder | $246 | $2,250-89.1% | $14,116-98.3% | $3,203-92.3% |