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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 | $5,233 | $77,638-93.3% | $156,551-96.7% | $62,881-91.7% |
| Participation rate | 47.9% | 71.2%-23.3pp | 84.0%-36.1pp | 69.3%-21.4pp |
| Annual return | 16.81% | 50.33%-33.5pp | 32.23%-15.4pp | 20.14%-3.3pp |
| Employer contribution / active EE | $488 | $3,444-85.8% | $5,501-91.1% | $2,281-78.6% |
| Participant deferral / active EE | $1,327 | $3,046-56.4% | $4,871-72.8% | $3,203-58.6% |
| Admin fee / account holder | $171 | $5,561-96.9% | $13,028-98.7% | $4,296-96.0% |