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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 | $9,287 | $52,580-82.3% | $71,671-87.0% | $70,126-86.8% |
| Participation rate | 34.6% | 60.9%-26.3pp | 68.7%-34.1pp | 69.5%-34.9pp |
| Annual return | 23.61% | 20.25%+3.4pp | 20.65%+3.0pp | 73.15%-49.5pp |
| Employer contribution / active EE | $522 | $1,616-67.7% | $2,460-78.8% | $2,343-77.7% |
| Participant deferral / active EE | $992 | $2,386-58.4% | $3,438-71.2% | $3,332-70.2% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |