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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 | $7,857 | $52,279-85.0% | $89,414-91.2% | $79,852-90.2% |
| Participation rate | 28.6% | 57.5%-29.0pp | 68.0%-39.4pp | 69.6%-41.1pp |
| Annual return | 41.05% | 22.16%+18.9pp | 245.50%-204.4pp | 31.72%+9.3pp |
| Employer contribution / active EE | $572 | $1,572-63.6% | $2,586-77.9% | $2,471-76.9% |
| Participant deferral / active EE | $861 | $2,740-68.6% | $3,890-77.9% | $3,740-77.0% |
| Admin fee / account holder | $90 | $3,356-97.3% | $4,883-98.2% | $5,306-98.3% |