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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 | $7,500 | $77,908-90.4% | $149,696-95.0% | $75,173-90.0% |
| Participation rate | 53.8% | 65.6%-11.7pp | 78.8%-24.9pp | 67.2%-13.4pp |
| Annual return | 29.58% | 31.73%-2.1pp | 134.46%-104.9pp | 160.72%-131.1pp |
| Employer contribution / active EE | $560 | $3,138-82.1% | $4,821-88.4% | $2,671-79.0% |
| Participant deferral / active EE | $1,996 | $3,411-41.5% | $5,682-64.9% | $4,126-51.6% |
| Admin fee / account holder | $83 | $5,950-98.6% | $13,212-99.4% | $5,651-98.5% |