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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 | $12,803 | $71,197-82.0% | $93,669-86.3% | $80,925-84.2% |
| Participation rate | 44.4% | 60.4%-16.0pp | 68.7%-24.3pp | 67.7%-23.2pp |
| Annual return | 17.47% | 11.27%+6.2pp | 133.59%-116.1pp | 35.65%-18.2pp |
| Employer contribution / active EE | $692 | $1,565-55.8% | $2,424-71.5% | $2,756-74.9% |
| Participant deferral / active EE | $1,378 | $4,036-65.8% | $4,416-68.8% | $4,299-67.9% |
| Admin fee / account holder | $261 | $6,959-96.3% | $8,291-96.9% | $6,940-96.2% |