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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 | $7,358 | $81,276-90.9% | $155,574-95.3% | $80,925-90.9% |
| Participation rate | 45.8% | 66.2%-20.5pp | 78.2%-32.4pp | 67.7%-21.9pp |
| Annual return | 47.43% | 33.36%+14.1pp | 64.87%-17.4pp | 35.65%+11.8pp |
| Employer contribution / active EE | $664 | $3,103-78.6% | $4,676-85.8% | $2,756-75.9% |
| Participant deferral / active EE | $1,311 | $3,453-62.0% | $5,629-76.7% | $4,299-69.5% |
| Admin fee / account holder | $205 | $7,993-97.4% | $15,914-98.7% | $6,940-97.0% |