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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 | $10,858 | $54,757-80.2% | $90,300-88.0% | $72,983-85.1% |
| Participation rate | 16.2% | 65.1%-48.9pp | 73.3%-57.1pp | 69.5%-53.3pp |
| Annual return | 30.21% | 30.63%-0.4pp | 78.11%-47.9pp | 81.01%-50.8pp |
| Employer contribution / active EE | $260 | $2,092-87.6% | $2,854-90.9% | $2,440-89.4% |
| Participant deferral / active EE | $941 | $2,887-67.4% | $3,884-75.8% | $3,608-73.9% |
| Admin fee / account holder | $88 | $3,972-97.8% | $5,353-98.3% | $5,124-98.3% |