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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 | $10,888 | $72,177-84.9% | $115,038-90.5% | $59,633-81.7% |
| Participation rate | 51.2% | 72.6%-21.4pp | 81.4%-30.2pp | 68.7%-17.5pp |
| Annual return | 5.92% | 12.02%-6.1pp | 26.14%-20.2pp | 2041.45%-2035.5pp |
| Employer contribution / active EE | $1,595 | $2,841-43.9% | $4,608-65.4% | $2,203-27.6% |
| Participant deferral / active EE | $2,372 | $4,783-50.4% | $6,026-60.6% | $3,192-25.7% |
| Admin fee / account holder | $16 | $4,927-99.7% | $8,175-99.8% | $4,297-99.6% |