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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 | $4,482 | $122,962-96.4% | $71,585-93.7% | $138,895-96.8% |
| Participation rate | 54.5% | 68.9%-14.3pp | 68.2%-13.6pp | 79.9%-25.4pp |
| Annual return | 29.61% | 37.84%-8.2pp | 59.26%-29.6pp | 145.39%-115.8pp |
| Employer contribution / active EE | $546 | $2,620-79.2% | $1,669-67.3% | $4,194-87.0% |
| Participant deferral / active EE | $595 | $4,311-86.2% | $2,923-79.7% | $6,396-90.7% |
| Admin fee / account holder | $15 | $6,488-99.8% | $4,712-99.7% | $12,562-99.9% |