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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 | $11,769 | $67,602-82.6% | $82,312-85.7% | $70,126-83.2% |
| Participation rate | 35.5% | 72.8%-37.3pp | 76.9%-41.4pp | 69.5%-34.1pp |
| Annual return | 48.50% | 21.57%+26.9pp | 25.88%+22.6pp | 73.15%-24.6pp |
| Employer contribution / active EE | $1,030 | $1,755-41.3% | $2,428-57.6% | $2,343-56.0% |
| Participant deferral / active EE | $1,968 | $2,987-34.1% | $3,706-46.9% | $3,332-40.9% |
| Admin fee / account holder | $28 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |