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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 | $12,312 | $52,306-76.5% | $69,779-82.4% | $62,881-80.4% |
| Participation rate | 40.8% | 67.2%-26.4pp | 71.8%-31.0pp | 69.3%-28.5pp |
| Annual return | 31.54% | 13.35%+18.2pp | 12.99%+18.5pp | 20.14%+11.4pp |
| Employer contribution / active EE | $990 | $1,799-44.9% | $2,338-57.6% | $2,281-56.6% |
| Participant deferral / active EE | $1,357 | $2,395-43.3% | $2,931-53.7% | $3,203-57.6% |
| Admin fee / account holder | $82 | $3,691-97.8% | $4,381-98.1% | $4,296-98.1% |