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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 | $9,763 | $54,757-82.2% | $90,304-89.2% | $72,975-86.6% |
| Participation rate | 60.7% | 65.2%-4.4pp | 73.3%-12.6pp | 69.5%-8.8pp |
| Annual return | 20.86% | 30.63%-9.8pp | 78.13%-57.3pp | 81.01%-60.2pp |
| Employer contribution / active EE | $511 | $2,093-75.6% | $2,855-82.1% | $2,440-79.1% |
| Participant deferral / active EE | $904 | $2,887-68.7% | $3,885-76.7% | $3,608-75.0% |
| Admin fee / account holder | $249 | $3,973-93.7% | $5,354-95.3% | $5,124-95.1% |