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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 | $10,760 | $69,977-84.6% | $108,582-90.1% | $62,881-82.9% |
| Participation rate | 55.9% | 72.9%-17.0pp | 79.6%-23.7pp | 69.3%-13.4pp |
| Annual return | 11.25% | 10.73%+0.5pp | -51.70%+63.0pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,346 | $2,135-36.9% | $3,758-64.2% | $2,281-41.0% |
| Participant deferral / active EE | $1,541 | $3,165-51.3% | $4,311-64.3% | $3,203-51.9% |
| Admin fee / account holder | $64 | $5,076-98.7% | $7,645-99.2% | $4,296-98.5% |