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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 | $8,646 | $39,132-77.9% | $57,196-84.9% | $62,881-86.2% |
| Participation rate | 36.1% | 70.5%-34.4pp | 75.3%-39.2pp | 69.3%-33.2pp |
| Annual return | 13.49% | 9.24%+4.3pp | 14.59%-1.1pp | 20.14%-6.7pp |
| Employer contribution / active EE | $407 | $1,874-78.3% | $2,683-84.8% | $2,281-82.2% |
| Participant deferral / active EE | $1,374 | $2,374-42.1% | $3,096-55.6% | $3,203-57.1% |
| Admin fee / account holder | $75 | $2,594-97.1% | $3,141-97.6% | $4,296-98.2% |