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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 | $9,585 | $65,367-85.3% | $92,915-89.7% | $72,976-86.9% |
| Participation rate | 39.4% | 68.3%-28.9pp | 76.0%-36.6pp | 69.5%-30.1pp |
| Annual return | 26.65% | 42.11%-15.5pp | 109.45%-82.8pp | 81.02%-54.4pp |
| Employer contribution / active EE | $1,234 | $2,594-52.4% | $3,653-66.2% | $2,440-49.4% |
| Participant deferral / active EE | $1,576 | $3,128-49.6% | $4,238-62.8% | $3,608-56.3% |
| Admin fee / account holder | $31 | $4,251-99.3% | $5,796-99.5% | $5,124-99.4% |