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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 | $9,508 | $77,901-87.8% | $149,717-93.6% | $75,181-87.4% |
| Participation rate | 30.4% | 65.6%-35.1pp | 78.8%-48.3pp | 67.2%-36.8pp |
| Annual return | 29.34% | 31.73%-2.4pp | 134.41%-105.1pp | 160.69%-131.3pp |
| Employer contribution / active EE | $490 | $3,137-84.4% | $4,820-89.8% | $2,671-81.6% |
| Participant deferral / active EE | $1,609 | $3,411-52.8% | $5,682-71.7% | $4,126-61.0% |
| Admin fee / account holder | $248 | $5,949-95.8% | $13,213-98.1% | $5,650-95.6% |