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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 | $8,293 | $63,082-86.9% | $81,726-89.9% | $79,856-89.6% |
| Participation rate | 27.5% | 67.5%-40.1pp | 72.0%-44.6pp | 69.6%-42.2pp |
| Annual return | 37.91% | 22.66%+15.2pp | 29.49%+8.4pp | 31.71%+6.2pp |
| Employer contribution / active EE | $386 | $1,795-78.5% | $4,311-91.0% | $2,471-84.4% |
| Participant deferral / active EE | $1,165 | $2,780-58.1% | $7,108-83.6% | $3,741-68.9% |
| Admin fee / account holder | $22 | $4,428-99.5% | $5,160-99.6% | $5,306-99.6% |