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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 | $3,352 | $90,484-96.3% | $78,675-95.7% | $273,970-98.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 18.71% | 75.62%-56.9pp | 62.19%-43.5pp | 41.46%-22.7pp |
| Employer contribution / active EE | $89 | $3,175-97.2% | $2,850-96.9% | $4,869-98.2% |
| Participant deferral / active EE | $794 | $3,901-79.6% | $3,517-77.4% | $5,287-85.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |