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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 | $7,907 | $81,276-90.3% | $155,574-94.9% | $80,925-90.2% |
| Participation rate | 40.6% | 66.2%-25.6pp | 78.2%-37.6pp | 67.7%-27.0pp |
| Annual return | 14.72% | 33.36%-18.6pp | 64.87%-50.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $759 | $3,103-75.6% | $4,676-83.8% | $2,756-72.5% |
| Participant deferral / active EE | $929 | $3,453-73.1% | $5,629-83.5% | $4,299-78.4% |
| Admin fee / account holder | $204 | $7,993-97.5% | $15,914-98.7% | $6,940-97.1% |