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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 | $7,869 | $58,828-86.6% | $78,002-89.9% | $62,881-87.5% |
| Participation rate | 54.5% | 71.1%-16.5pp | 75.5%-21.0pp | 69.3%-14.8pp |
| Annual return | 21.52% | 17.16%+4.4pp | 425.99%-404.5pp | 20.14%+1.4pp |
| Employer contribution / active EE | $1,115 | $1,672-33.3% | $2,470-54.9% | $2,281-51.1% |
| Participant deferral / active EE | $1,798 | $2,686-33.1% | $3,497-48.6% | $3,203-43.9% |
| Admin fee / account holder | $175 | $4,393-96.0% | $5,481-96.8% | $4,296-95.9% |