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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 | $12,342 | $73,955-83.3% | $96,520-87.2% | $75,181-83.6% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 15.25% | 26.72%-11.5pp | 35.72%-20.5pp | 160.69%-145.4pp |
| Employer contribution / active EE | $774 | $2,930-73.6% | $3,739-79.3% | $2,671-71.0% |
| Participant deferral / active EE | $1,475 | $3,659-59.7% | $4,879-69.8% | $4,126-64.3% |
| Admin fee / account holder | $232 | $5,217-95.6% | $6,733-96.6% | $5,650-95.9% |