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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 | $7,439 | $46,534-84.0% | $64,097-88.4% | $75,177-90.1% |
| Participation rate | 37.5% | 65.9%-28.4pp | 72.3%-34.8pp | 67.2%-29.7pp |
| Annual return | 32.57% | 26.07%+6.5pp | 33.75%-1.2pp | 160.75%-128.2pp |
| Employer contribution / active EE | $534 | $1,976-73.0% | $2,750-80.6% | $2,671-80.0% |
| Participant deferral / active EE | $921 | $2,835-67.5% | $3,881-76.3% | $4,126-77.7% |
| Admin fee / account holder | $110 | $2,957-96.3% | $3,070-96.4% | $5,651-98.1% |