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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 | $24,407 | $136,860-82.2% | $120,344-79.7% | $154,746-84.2% |
| Participation rate | 61.5% | 79.9%-18.3pp | 76.7%-15.2pp | 80.7%-19.2pp |
| Annual return | 16.22% | 21.38%-5.2pp | 20.30%-4.1pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,169 | $3,533-66.9% | $3,020-61.3% | $4,379-73.3% |
| Participant deferral / active EE | $2,093 | $5,793-63.9% | $5,135-59.2% | $6,730-68.9% |
| Admin fee / account holder | $243 | $15,393-98.4% | $12,742-98.1% | $14,365-98.3% |