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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 | $7,937 | $53,774-85.2% | $134,162-94.1% | $79,852-90.1% |
| Participation rate | 38.3% | 58.8%-20.4pp | 72.2%-33.9pp | 69.6%-31.3pp |
| Annual return | 64.71% | 19.01%+45.7pp | 36.35%+28.4pp | 31.72%+33.0pp |
| Employer contribution / active EE | $776 | $1,322-41.3% | $3,705-79.1% | $2,471-68.6% |
| Participant deferral / active EE | $1,400 | $2,420-42.1% | $3,500-60.0% | $3,740-62.6% |
| Admin fee / account holder | $35 | $3,985-99.1% | $6,685-99.5% | $5,306-99.3% |