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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 | $8,951 | $71,208-87.4% | $93,681-90.4% | $80,911-88.9% |
| Participation rate | 44.0% | 60.4%-16.4pp | 68.7%-24.7pp | 67.6%-23.6pp |
| Annual return | 19.61% | 11.27%+8.3pp | 133.47%-113.9pp | 35.63%-16.0pp |
| Employer contribution / active EE | $509 | $1,564-67.5% | $2,422-79.0% | $2,756-81.5% |
| Participant deferral / active EE | $1,274 | $4,035-68.4% | $4,415-71.1% | $4,297-70.4% |
| Admin fee / account holder | $38 | $6,951-99.5% | $8,290-99.5% | $6,935-99.5% |