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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 | $9,076 | $81,331-88.8% | $155,534-94.2% | $80,935-88.8% |
| Participation rate | 61.5% | 66.3%-4.7pp | 78.2%-16.7pp | 67.7%-6.1pp |
| Annual return | 14.29% | 33.37%-19.1pp | 64.92%-50.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $481 | $3,105-84.5% | $4,675-89.7% | $2,757-82.6% |
| Participant deferral / active EE | $1,789 | $3,454-48.2% | $5,630-68.2% | $4,299-58.4% |
| Admin fee / account holder | $19 | $7,999-99.8% | $15,900-99.9% | $6,924-99.7% |