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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 | $12,452 | $72,269-82.8% | $101,271-87.7% | $79,852-84.4% |
| Participation rate | 51.3% | 68.5%-17.2pp | 75.8%-24.5pp | 69.6%-18.4pp |
| Annual return | 35.45% | 22.29%+13.2pp | 46.48%-11.0pp | 31.72%+3.7pp |
| Employer contribution / active EE | $910 | $2,692-66.2% | $3,660-75.1% | $2,471-63.2% |
| Participant deferral / active EE | $2,592 | $3,282-21.0% | $4,371-40.7% | $3,740-30.7% |
| Admin fee / account holder | $208 | $4,401-95.3% | $5,948-96.5% | $5,306-96.1% |