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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 | $9,035 | $49,239-81.7% | $70,462-87.2% | $79,858-88.7% |
| Participation rate | 63.6% | 69.2%-5.5pp | 75.1%-11.4pp | 69.6%-6.0pp |
| Annual return | 13.36% | 30.08%-16.7pp | 109.08%-95.7pp | 31.72%-18.4pp |
| Employer contribution / active EE | $983 | $2,100-53.2% | $2,737-64.1% | $2,471-60.2% |
| Participant deferral / active EE | $2,394 | $2,769-13.5% | $3,710-35.5% | $3,740-36.0% |
| Admin fee / account holder | $177 | $2,876-93.9% | $3,845-95.4% | $5,306-96.7% |