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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 | $13,228 | $81,504-83.8% | $102,437-87.1% | $80,959-83.7% |
| Participation rate | 62.5% | 66.9%-4.4pp | 74.5%-12.0pp | 67.7%-5.2pp |
| Annual return | 16.22% | 25.60%-9.4pp | 24.95%-8.7pp | 35.67%-19.5pp |
| Employer contribution / active EE | $966 | $3,104-68.9% | $3,871-75.0% | $2,757-65.0% |
| Participant deferral / active EE | $1,991 | $3,871-48.6% | $5,060-60.6% | $4,300-53.7% |
| Admin fee / account holder | $121 | $6,719-98.2% | $8,388-98.6% | $6,925-98.3% |