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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 | $7,923 | $96,558-91.8% | $80,977-90.2% | $273,972-97.1% |
| Participation rate | 55.6% | 79.1%-23.5pp | 75.8%-20.3pp | 83.0%-27.5pp |
| Annual return | 11.47% | 15.14%-3.7pp | 17.11%-5.6pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,094 | $4,869-77.5% | $3,715-70.5% | $4,869-77.5% |
| Participant deferral / active EE | $2,908 | $6,598-55.9% | $5,696-48.9% | $5,287-45.0% |
| Admin fee / account holder | $41 | $7,493-99.5% | $5,517-99.3% | $10,133-99.6% |