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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 | $18,035 | $54,541-66.9% | $78,778-77.1% | $70,126-74.3% |
| Participation rate | 54.8% | 60.8%-6.0pp | 69.2%-14.4pp | 69.5%-14.7pp |
| Annual return | 17.40% | 21.07%-3.7pp | 35.62%-18.2pp | 73.15%-55.7pp |
| Employer contribution / active EE | $590 | $1,089-45.8% | $1,986-70.3% | $2,343-74.8% |
| Participant deferral / active EE | $2,378 | $2,210+7.6% | $2,958-19.6% | $3,332-28.6% |
| Admin fee / account holder | $136 | $3,709-96.3% | $5,134-97.3% | $4,645-97.1% |