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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 | $13,879 | $48,364-71.3% | $71,796-80.7% | $62,881-77.9% |
| Participation rate | 50.0% | 60.6%-10.6pp | 69.1%-19.1pp | 69.3%-19.3pp |
| Annual return | 11.87% | 13.16%-1.3pp | 78.04%-66.2pp | 20.14%-8.3pp |
| Employer contribution / active EE | $530 | $1,042-49.2% | $1,924-72.5% | $2,281-76.8% |
| Participant deferral / active EE | $2,219 | $2,091+6.1% | $2,794-20.6% | $3,203-30.7% |
| Admin fee / account holder | $122 | $3,771-96.8% | $4,815-97.5% | $4,296-97.1% |