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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 | $10,326 | $65,034-84.1% | $90,970-88.6% | $79,856-87.1% |
| Participation rate | 45.7% | 61.6%-15.9pp | 69.0%-23.3pp | 69.6%-23.9pp |
| Annual return | 20.05% | 30.45%-10.4pp | 134.60%-114.5pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,238 | $1,247-0.7% | $2,122-41.6% | $2,471-49.9% |
| Participant deferral / active EE | $1,392 | $2,512-44.6% | $3,373-58.7% | $3,741-62.8% |
| Admin fee / account holder | $218 | $4,536-95.2% | $5,961-96.3% | $5,306-95.9% |