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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 | $14,884 | $60,165-75.3% | $74,184-79.9% | $55,167-73.0% |
| Participation rate | 66.4% | 74.2%-7.8pp | 76.6%-10.3pp | 69.0%-2.6pp |
| Annual return | 18.69% | 10.00%+8.7pp | 17.74%+1.0pp | 169.23%-150.5pp |
| Employer contribution / active EE | $909 | $1,600-43.2% | $2,370-61.7% | $1,963-53.7% |
| Participant deferral / active EE | $2,478 | $2,973-16.6% | $3,550-30.2% | $3,054-18.9% |
| Admin fee / account holder | $63 | $419-84.9% | $5,586-98.9% | $504-87.5% |