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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 | $9,205 | $77,472-88.1% | $100,392-90.8% | $80,935-88.6% |
| Participation rate | 47.2% | 76.9%-29.8pp | 81.5%-34.3pp | 67.7%-20.5pp |
| Annual return | 23.79% | 37.26%-13.5pp | 49.45%-25.7pp | 35.66%-11.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,221 | $6,818-52.7% | $8,090-60.2% | $4,299-25.1% |
| Admin fee / account holder | $147 | $5,885-97.5% | $7,904-98.1% | $6,924-97.9% |