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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 | $17,900 | $53,777-66.7% | $134,155-86.7% | $79,858-77.6% |
| Participation rate | 46.3% | 58.8%-12.4pp | 72.2%-25.8pp | 69.6%-23.3pp |
| Annual return | 26.41% | 19.01%+7.4pp | 36.34%-9.9pp | 31.72%-5.3pp |
| Employer contribution / active EE | $796 | $1,321-39.7% | $3,705-78.5% | $2,471-67.8% |
| Participant deferral / active EE | $1,906 | $2,420-21.3% | $3,500-45.5% | $3,740-49.0% |
| Admin fee / account holder | $93 | $3,984-97.7% | $6,685-98.6% | $5,306-98.3% |