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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 | $5,861 | $46,599-87.4% | $64,101-90.9% | $75,173-92.2% |
| Participation rate | 50.6% | 65.9%-15.3pp | 72.3%-21.7pp | 67.2%-16.6pp |
| Annual return | 23.57% | 26.06%-2.5pp | 33.72%-10.2pp | 160.72%-137.2pp |
| Employer contribution / active EE | $682 | $1,975-65.5% | $2,749-75.2% | $2,671-74.5% |
| Participant deferral / active EE | $863 | $2,837-69.6% | $3,881-77.8% | $4,126-79.1% |
| Admin fee / account holder | $1 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |