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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 | $10,828 | $56,894-81.0% | $84,753-87.2% | $62,881-82.8% |
| Participation rate | 29.3% | 68.5%-39.3pp | 76.6%-47.3pp | 69.3%-40.0pp |
| Annual return | 45.01% | 6.30%+38.7pp | 22.78%+22.2pp | 20.14%+24.9pp |
| Employer contribution / active EE | $494 | $2,400-79.4% | $3,574-86.2% | $2,281-78.4% |
| Participant deferral / active EE | $1,816 | $2,709-33.0% | $3,712-51.1% | $3,203-43.3% |
| Admin fee / account holder | $77 | $3,581-97.9% | $5,333-98.6% | $4,296-98.2% |