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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 | $13,693 | $72,272-81.1% | $101,264-86.5% | $79,858-82.9% |
| Participation rate | 60.7% | 68.5%-7.8pp | 75.8%-15.2pp | 69.6%-9.0pp |
| Annual return | 19.81% | 22.30%-2.5pp | 46.48%-26.7pp | 31.72%-11.9pp |
| Employer contribution / active EE | $735 | $2,692-72.7% | $3,660-79.9% | $2,471-70.3% |
| Participant deferral / active EE | $1,586 | $3,282-51.7% | $4,370-63.7% | $3,740-57.6% |
| Admin fee / account holder | $2 | $4,401-100.0% | $5,947-100.0% | $5,306-100.0% |