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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 | $8,336 | $81,358-89.8% | $155,556-94.6% | $80,959-89.7% |
| Participation rate | 52.9% | 66.3%-13.3pp | 78.2%-25.3pp | 67.7%-14.7pp |
| Annual return | 61.41% | 33.39%+28.0pp | 64.84%-3.4pp | 35.67%+25.7pp |
| Employer contribution / active EE | $844 | $3,106-72.8% | $4,675-82.0% | $2,757-69.4% |
| Participant deferral / active EE | $1,002 | $3,455-71.0% | $5,631-82.2% | $4,300-76.7% |
| Admin fee / account holder | $83 | $7,994-99.0% | $15,885-99.5% | $6,925-98.8% |