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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 | $13,317 | $52,580-74.7% | $71,671-81.4% | $70,126-81.0% |
| Participation rate | 21.4% | 60.9%-39.4pp | 68.7%-47.3pp | 69.5%-48.1pp |
| Annual return | 27.82% | 20.25%+7.6pp | 20.65%+7.2pp | 73.15%-45.3pp |
| Employer contribution / active EE | $409 | $1,616-74.7% | $2,460-83.4% | $2,343-82.5% |
| Participant deferral / active EE | $1,219 | $2,386-48.9% | $3,438-64.6% | $3,332-63.4% |
| Admin fee / account holder | $126 | $3,653-96.6% | $5,558-97.7% | $4,645-97.3% |