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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 | $9,257 | $81,358-88.6% | $155,556-94.0% | $80,959-88.6% |
| Participation rate | 60.7% | 66.3%-5.6pp | 78.2%-17.5pp | 67.7%-7.0pp |
| Annual return | 18.25% | 33.39%-15.1pp | 64.84%-46.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $1,498 | $3,106-51.8% | $4,675-68.0% | $2,757-45.7% |
| Participant deferral / active EE | $2,353 | $3,455-31.9% | $5,631-58.2% | $4,300-45.3% |
| Admin fee / account holder | $8 | $7,994-99.9% | $15,885-100.0% | $6,925-99.9% |