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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 | $6,940 | $36,844-81.2% | $83,854-91.7% | $65,306-89.4% |
| Participation rate | 10.7% | 29.2%-18.5pp | 59.1%-48.4pp | 57.7%-47.0pp |
| Annual return | 19.70% | 22.28%-2.6pp | 31.39%-11.7pp | 21.94%-2.2pp |
| Employer contribution / active EE | $161 | $415-61.2% | $1,017-84.2% | $1,967-91.8% |
| Participant deferral / active EE | $183 | $1,040-82.4% | $2,035-91.0% | $2,959-93.8% |
| Admin fee / account holder | $85 | $2,546-96.6% | $3,197-97.3% | $3,480-97.5% |