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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 | $2,147 | $51,202-95.8% | $70,548-97.0% | $75,181-97.1% |
| Participation rate | 65.8% | 61.0%+4.8pp | 68.3%-2.6pp | 67.2%-1.4pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.78%-32.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $729 | $1,827-60.1% | $2,975-75.5% | $2,671-72.7% |
| Participant deferral / active EE | $1,854 | $2,850-35.0% | $4,567-59.4% | $4,126-55.1% |
| Admin fee / account holder | $83 | $4,094-98.0% | $6,424-98.7% | $5,650-98.5% |