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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 | $12,890 | $78,423-83.6% | $95,964-86.6% | $79,856-83.9% |
| Participation rate | 57.7% | 73.5%-15.8pp | 77.1%-19.4pp | 69.6%-11.9pp |
| Annual return | 20.04% | 19.37%+0.7pp | 91.64%-71.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $643 | $1,945-66.9% | $2,541-74.7% | $2,471-74.0% |
| Participant deferral / active EE | $2,654 | $3,440-22.9% | $4,167-36.3% | $3,741-29.0% |
| Admin fee / account holder | $294 | $5,622-94.8% | $6,797-95.7% | $5,306-94.5% |