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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 | $14,372 | $72,269-80.1% | $101,271-85.8% | $79,852-82.0% |
| Participation rate | 40.8% | 68.5%-27.6pp | 75.8%-35.0pp | 69.6%-28.8pp |
| Annual return | 21.54% | 22.29%-0.7pp | 46.48%-24.9pp | 31.72%-10.2pp |
| Employer contribution / active EE | $971 | $2,692-63.9% | $3,660-73.5% | $2,471-60.7% |
| Participant deferral / active EE | $1,890 | $3,282-42.4% | $4,371-56.8% | $3,740-49.5% |
| Admin fee / account holder | $282 | $4,401-93.6% | $5,948-95.3% | $5,306-94.7% |