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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 | $9,155 | $72,012-87.3% | $185,827-95.1% | $79,858-88.5% |
| Participation rate | 43.7% | 65.8%-22.1pp | 78.0%-34.4pp | 69.6%-26.0pp |
| Annual return | 48.52% | 23.12%+25.4pp | 35.96%+12.6pp | 31.72%+16.8pp |
| Employer contribution / active EE | $654 | $1,965-66.7% | $4,087-84.0% | $2,471-73.5% |
| Participant deferral / active EE | $1,460 | $3,779-61.4% | $5,633-74.1% | $3,740-61.0% |
| Admin fee / account holder | $111 | $4,513-97.5% | $9,502-98.8% | $5,306-97.9% |