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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 | $14,030 | $54,541-74.3% | $78,778-82.2% | $70,124-80.0% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 16.46% | 21.07%-4.6pp | 35.62%-19.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $939 | $1,089-13.8% | $1,986-52.7% | $2,342-59.9% |
| Participant deferral / active EE | $1,153 | $2,210-47.8% | $2,958-61.0% | $3,332-65.4% |
| Admin fee / account holder | $170 | $3,709-95.4% | $5,134-96.7% | $4,645-96.3% |