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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 | $9,735 | $58,828-83.5% | $78,002-87.5% | $62,881-84.5% |
| Participation rate | 49.1% | 71.1%-21.9pp | 75.5%-26.4pp | 69.3%-20.2pp |
| Annual return | 9.76% | 17.16%-7.4pp | 425.99%-416.2pp | 20.14%-10.4pp |
| Employer contribution / active EE | $599 | $1,672-64.2% | $2,470-75.8% | $2,281-73.7% |
| Participant deferral / active EE | $1,625 | $2,686-39.5% | $3,497-53.5% | $3,203-49.3% |
| Admin fee / account holder | $145 | $4,393-96.7% | $5,481-97.3% | $4,296-96.6% |