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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 | $8,084 | $47,944-83.1% | $67,834-88.1% | $62,881-87.1% |
| Participation rate | 45.0% | 61.1%-16.1pp | 68.8%-23.8pp | 69.3%-24.3pp |
| Annual return | 13.90% | 11.77%+2.1pp | 138.47%-124.6pp | 20.14%-6.2pp |
| Employer contribution / active EE | $847 | $1,562-45.8% | $2,403-64.8% | $2,281-62.9% |
| Participant deferral / active EE | $1,207 | $2,247-46.3% | $3,160-61.8% | $3,203-62.3% |
| Admin fee / account holder | $182 | $3,712-95.1% | $4,622-96.1% | $4,296-95.8% |