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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 | $15,605 | $58,493-73.3% | $84,021-81.4% | $72,975-78.6% |
| Participation rate | 29.5% | 61.2%-31.7pp | 69.0%-39.5pp | 69.5%-39.9pp |
| Annual return | 27.51% | 28.93%-1.4pp | 71.32%-43.8pp | 81.01%-53.5pp |
| Employer contribution / active EE | $892 | $1,163-23.3% | $1,984-55.0% | $2,440-63.4% |
| Participant deferral / active EE | $2,029 | $2,394-15.2% | $3,239-37.4% | $3,608-43.8% |
| Admin fee / account holder | $61 | $4,569-98.7% | $6,102-99.0% | $5,124-98.8% |