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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 | $9,242 | $43,075-78.5% | $74,577-87.6% | $62,881-85.3% |
| Participation rate | 55.3% | 58.1%-2.7pp | 68.1%-12.8pp | 69.3%-14.0pp |
| Annual return | 8.38% | 17.50%-9.1pp | 20.47%-12.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $690 | $1,498-53.9% | $2,525-72.7% | $2,281-69.7% |
| Participant deferral / active EE | $993 | $2,389-58.4% | $3,458-71.3% | $3,203-69.0% |
| Admin fee / account holder | $218 | $2,840-92.3% | $4,138-94.7% | $4,296-94.9% |