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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 | $7,144 | $71,197-90.0% | $93,669-92.4% | $80,925-91.2% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 27.63% | 11.27%+16.4pp | 133.59%-106.0pp | 35.65%-8.0pp |
| Employer contribution / active EE | $679 | $1,565-56.6% | $2,424-72.0% | $2,756-75.4% |
| Participant deferral / active EE | $2,178 | $4,036-46.0% | $4,416-50.7% | $4,299-49.3% |
| Admin fee / account holder | $47 | $6,959-99.3% | $8,291-99.4% | $6,940-99.3% |