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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 | $14,525 | $72,272-79.9% | $101,264-85.7% | $79,858-81.8% |
| Participation rate | 46.2% | 68.5%-22.3pp | 75.8%-29.7pp | 69.6%-23.5pp |
| Annual return | 23.56% | 22.30%+1.3pp | 46.48%-22.9pp | 31.72%-8.2pp |
| Employer contribution / active EE | $1,081 | $2,692-59.8% | $3,660-70.5% | $2,471-56.3% |
| Participant deferral / active EE | $2,658 | $3,282-19.0% | $4,370-39.2% | $3,740-28.9% |
| Admin fee / account holder | $4 | $4,401-99.9% | $5,947-99.9% | $5,306-99.9% |