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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 | $9,338 | $99,345-90.6% | $84,753-89.0% | $273,972-96.6% |
| Participation rate | 41.7% | 80.7%-39.0pp | 76.6%-34.9pp | 83.0%-41.3pp |
| Annual return | 23.11% | 22.93%+0.2pp | 22.78%+0.3pp | 41.46%-18.3pp |
| Employer contribution / active EE | $1,130 | $4,214-73.2% | $3,574-68.4% | $4,869-76.8% |
| Participant deferral / active EE | $2,362 | $4,270-44.7% | $3,712-36.4% | $5,287-55.3% |
| Admin fee / account holder | $12 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |