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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 | $9,697 | $46,877-79.3% | $122,354-92.1% | $70,126-86.2% |
| Participation rate | 31.8% | 58.2%-26.4pp | 71.6%-39.8pp | 69.5%-37.7pp |
| Annual return | 19.27% | 24.22%-5.0pp | 30.28%-11.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $445 | $1,288-65.5% | $4,051-89.0% | $2,343-81.0% |
| Participant deferral / active EE | $910 | $2,167-58.0% | $3,287-72.3% | $3,332-72.7% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |