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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 | $4,213 | $27,800-84.8% | $58,561-92.8% | $71,511-94.1% |
| Participation rate | 52.9% | 34.6%+18.3pp | 50.9%+2.1pp | 67.9%-15.0pp |
| Annual return | 30.39% | 26.80%+3.6pp | 4251.33%-4220.9pp | 28.86%+1.5pp |
| Employer contribution / active EE | $580 | $632-8.2% | $1,053-45.0% | $2,589-77.6% |
| Participant deferral / active EE | $831 | $1,208-31.2% | $1,923-56.8% | $4,291-80.6% |
| Admin fee / account holder | $156 | $1,637-90.5% | $2,520-93.8% | $1,588-90.2% |