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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 | $15,801 | $72,269-78.1% | $101,271-84.4% | $79,852-80.2% |
| Participation rate | 65.9% | 68.5%-2.6pp | 75.8%-10.0pp | 69.6%-3.8pp |
| Annual return | 27.80% | 22.29%+5.5pp | 46.48%-18.7pp | 31.72%-3.9pp |
| Employer contribution / active EE | $1,081 | $2,692-59.9% | $3,660-70.5% | $2,471-56.3% |
| Participant deferral / active EE | $2,585 | $3,282-21.2% | $4,371-40.9% | $3,740-30.9% |
| Admin fee / account holder | $40 | $4,401-99.1% | $5,948-99.3% | $5,306-99.2% |