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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 | $16,453 | $67,602-75.7% | $82,312-80.0% | $70,126-76.5% |
| Participation rate | 49.4% | 72.8%-23.4pp | 76.9%-27.5pp | 69.5%-20.1pp |
| Annual return | 18.58% | 21.57%-3.0pp | 25.88%-7.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $390 | $1,755-77.8% | $2,428-83.9% | $2,343-83.4% |
| Participant deferral / active EE | $2,444 | $2,987-18.2% | $3,706-34.1% | $3,332-26.7% |
| Admin fee / account holder | $201 | $4,512-95.5% | $5,608-96.4% | $4,645-95.7% |