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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 | $9,725 | $52,279-81.4% | $89,435-89.1% | $79,856-87.8% |
| Participation rate | 39.4% | 57.5%-18.1pp | 68.0%-28.6pp | 69.6%-30.2pp |
| Annual return | 40.96% | 22.16%+18.8pp | 245.55%-204.6pp | 31.71%+9.2pp |
| Employer contribution / active EE | $759 | $1,572-51.7% | $2,587-70.7% | $2,471-69.3% |
| Participant deferral / active EE | $1,792 | $2,740-34.6% | $3,890-53.9% | $3,741-52.1% |
| Admin fee / account holder | $71 | $3,356-97.9% | $4,884-98.5% | $5,306-98.7% |