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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 | $16,028 | $72,269-77.8% | $101,271-84.2% | $79,852-79.9% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 35.71% | 22.29%+13.4pp | 46.48%-10.8pp | 31.72%+4.0pp |
| Employer contribution / active EE | $1,007 | $2,692-62.6% | $3,660-72.5% | $2,471-59.3% |
| Participant deferral / active EE | $2,566 | $3,282-21.8% | $4,371-41.3% | $3,740-31.4% |
| Admin fee / account holder | $28 | $4,401-99.4% | $5,948-99.5% | $5,306-99.5% |