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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 | $7,885 | $57,119-86.2% | $85,187-90.7% | $80,935-90.3% |
| Participation rate | 37.5% | 56.4%-18.9pp | 67.5%-30.0pp | 67.7%-30.2pp |
| Annual return | 17.86% | 21.70%-3.8pp | 66.67%-48.8pp | 35.66%-17.8pp |
| Employer contribution / active EE | $496 | $1,802-72.4% | $2,732-81.8% | $2,757-82.0% |
| Participant deferral / active EE | $812 | $3,115-73.9% | $4,525-82.1% | $4,299-81.1% |
| Admin fee / account holder | $54 | $4,990-98.9% | $6,162-99.1% | $6,924-99.2% |