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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 | $8,873 | $52,580-83.1% | $71,671-87.6% | $70,126-87.3% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 28.47% | 20.25%+8.2pp | 20.65%+7.8pp | 73.15%-44.7pp |
| Employer contribution / active EE | $1,018 | $1,616-37.0% | $2,460-58.6% | $2,343-56.6% |
| Participant deferral / active EE | $1,642 | $2,386-31.2% | $3,438-52.3% | $3,332-50.7% |
| Admin fee / account holder | $209 | $3,653-94.3% | $5,558-96.2% | $4,645-95.5% |