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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 | $10,611 | $101,798-89.6% | $165,071-93.6% | $80,935-86.9% |
| Participation rate | 48.4% | 71.8%-23.4pp | 78.6%-30.2pp | 67.7%-19.3pp |
| Annual return | 18.85% | 16.73%+2.1pp | 70.17%-51.3pp | 35.66%-16.8pp |
| Employer contribution / active EE | $1,437 | $2,954-51.4% | $4,347-67.0% | $2,757-47.9% |
| Participant deferral / active EE | $2,324 | $4,476-48.1% | $6,035-61.5% | $4,299-45.9% |
| Admin fee / account holder | $38 | $8,221-99.5% | $12,695-99.7% | $6,924-99.5% |