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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 | $9,951 | $56,110-82.3% | $94,993-89.5% | $70,126-85.8% |
| Participation rate | 54.9% | 65.0%-10.1pp | 73.9%-19.0pp | 69.5%-14.6pp |
| Annual return | 19.67% | 51.02%-31.4pp | 27.14%-7.5pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,204 | $1,442-16.5% | $2,603-53.8% | $2,343-48.6% |
| Participant deferral / active EE | $1,949 | $2,391-18.5% | $3,317-41.2% | $3,332-41.5% |
| Admin fee / account holder | $244 | $3,456-92.9% | $4,960-95.1% | $4,645-94.8% |