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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 | $22,119 | $65,027-66.0% | $90,970-75.7% | $79,852-72.3% |
| Participation rate | 44.1% | 61.6%-17.5pp | 69.0%-24.9pp | 69.6%-25.5pp |
| Annual return | 14.42% | 30.45%-16.0pp | 134.58%-120.2pp | 31.72%-17.3pp |
| Employer contribution / active EE | $734 | $1,247-41.1% | $2,122-65.4% | $2,471-70.3% |
| Participant deferral / active EE | $1,979 | $2,512-21.2% | $3,373-41.3% | $3,740-47.1% |
| Admin fee / account holder | $54 | $4,535-98.8% | $5,960-99.1% | $5,306-99.0% |