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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 | $8,941 | $76,367-88.3% | $93,614-90.4% | $72,983-87.7% |
| Participation rate | 44.4% | 71.7%-27.3pp | 75.8%-31.4pp | 69.5%-25.0pp |
| Annual return | 82.82% | 25.82%+57.0pp | 32.76%+50.1pp | 81.01%+1.8pp |
| Employer contribution / active EE | $1,420 | $2,275-37.6% | $2,718-47.8% | $2,440-41.8% |
| Participant deferral / active EE | $3,194 | $3,538-9.7% | $4,069-21.5% | $3,608-11.5% |
| Admin fee / account holder | $18 | $6,838-99.7% | $7,889-99.8% | $5,124-99.7% |