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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 | $7,258 | $43,075-83.1% | $74,577-90.3% | $62,881-88.5% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.1%-18.1pp | 69.3%-19.3pp |
| Annual return | 18.69% | 17.50%+1.2pp | 20.47%-1.8pp | 20.14%-1.5pp |
| Employer contribution / active EE | $1,037 | $1,498-30.8% | $2,525-58.9% | $2,281-54.5% |
| Participant deferral / active EE | $1,556 | $2,389-34.9% | $3,458-55.0% | $3,203-51.4% |
| Admin fee / account holder | $7 | $2,840-99.7% | $4,138-99.8% | $4,296-99.8% |