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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 | $23,687 | $76,371-69.0% | $93,621-74.7% | $72,976-67.5% |
| Participation rate | 32.0% | 71.8%-39.8pp | 75.8%-43.8pp | 69.5%-37.5pp |
| Annual return | 19.59% | 25.82%-6.2pp | 32.76%-13.2pp | 81.02%-61.4pp |
| Employer contribution / active EE | $605 | $2,276-73.4% | $2,719-77.8% | $2,440-75.2% |
| Participant deferral / active EE | $1,912 | $3,538-46.0% | $4,070-53.0% | $3,608-47.0% |
| Admin fee / account holder | $165 | $6,839-97.6% | $7,890-97.9% | $5,124-96.8% |