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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 | $12,901 | $65,034-80.2% | $90,970-85.8% | $79,856-83.8% |
| Participation rate | 48.1% | 61.6%-13.5pp | 69.0%-20.9pp | 69.6%-21.5pp |
| Annual return | 24.93% | 30.45%-5.5pp | 134.60%-109.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $509 | $1,247-59.2% | $2,122-76.0% | $2,471-79.4% |
| Participant deferral / active EE | $1,417 | $2,512-43.6% | $3,373-58.0% | $3,741-62.1% |
| Admin fee / account holder | $181 | $4,536-96.0% | $5,961-97.0% | $5,306-96.6% |