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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 | $7,036 | $90,486-92.2% | $78,676-91.1% | $273,972-97.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 9.48% | 75.62%-66.1pp | 62.19%-52.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $637 | $3,175-80.0% | $2,850-77.7% | $4,869-86.9% |
| Participant deferral / active EE | $1,206 | $3,901-69.1% | $3,517-65.7% | $5,287-77.2% |
| Admin fee / account holder | $21 | $5,263-99.6% | $4,510-99.5% | $10,133-99.8% |