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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 | $11,933 | $52,580-77.3% | $71,671-83.3% | $70,126-83.0% |
| Participation rate | 42.9% | 60.9%-18.0pp | 68.7%-25.9pp | 69.5%-26.7pp |
| Annual return | 20.74% | 20.25%+0.5pp | 20.65%+0.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $538 | $1,616-66.7% | $2,460-78.1% | $2,343-77.0% |
| Participant deferral / active EE | $1,368 | $2,386-42.7% | $3,438-60.2% | $3,332-59.0% |
| Admin fee / account holder | $95 | $3,653-97.4% | $5,558-98.3% | $4,645-98.0% |