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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 | $9,667 | $39,162-75.3% | $100,671-90.4% | $59,633-83.8% |
| Participation rate | 54.8% | 55.9%-1.1pp | 70.7%-16.0pp | 68.7%-13.9pp |
| Annual return | -1.45% | 21.07%-22.5pp | 20.43%-21.9pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $881 | $1,151-23.5% | $4,012-78.0% | $2,203-60.0% |
| Participant deferral / active EE | $1,653 | $1,992-17.0% | $3,144-47.4% | $3,192-48.2% |
| Admin fee / account holder | $33 | $2,969-98.9% | $4,850-99.3% | $4,297-99.2% |