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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 | $8,845 | $77,920-88.6% | $149,723-94.1% | $75,177-88.2% |
| Participation rate | 28.6% | 65.6%-37.0pp | 78.8%-50.2pp | 67.2%-38.6pp |
| Annual return | 30.14% | 31.72%-1.6pp | 134.50%-104.4pp | 160.75%-130.6pp |
| Employer contribution / active EE | $827 | $3,138-73.7% | $4,821-82.9% | $2,671-69.1% |
| Participant deferral / active EE | $1,507 | $3,411-55.8% | $5,682-73.5% | $4,126-63.5% |
| Admin fee / account holder | $36 | $5,951-99.4% | $13,215-99.7% | $5,651-99.4% |