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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 | $4,819 | $81,262-94.1% | $155,602-96.9% | $80,911-94.0% |
| Participation rate | 37.1% | 66.2%-29.1pp | 78.2%-41.1pp | 67.6%-30.5pp |
| Annual return | 23.72% | 33.34%-9.6pp | 64.81%-41.1pp | 35.63%-11.9pp |
| Employer contribution / active EE | $530 | $3,102-82.9% | $4,675-88.7% | $2,756-80.8% |
| Participant deferral / active EE | $1,036 | $3,451-70.0% | $5,629-81.6% | $4,297-75.9% |
| Admin fee / account holder | $277 | $7,992-96.5% | $15,923-98.3% | $6,935-96.0% |