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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 | $7,927 | $39,132-79.7% | $57,196-86.1% | $62,881-87.4% |
| Participation rate | 38.7% | 70.5%-31.8pp | 75.3%-36.6pp | 69.3%-30.6pp |
| Annual return | 27.17% | 9.24%+17.9pp | 14.59%+12.6pp | 20.14%+7.0pp |
| Employer contribution / active EE | $870 | $1,874-53.5% | $2,683-67.6% | $2,281-61.8% |
| Participant deferral / active EE | $1,345 | $2,374-43.4% | $3,096-56.6% | $3,203-58.0% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |