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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 | $12,733 | $48,364-73.7% | $71,796-82.3% | $62,891-79.8% |
| Participation rate | 61.4% | 60.6%+0.7pp | 69.1%-7.7pp | 69.3%-7.9pp |
| Annual return | 7.50% | 13.16%-5.7pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $398 | $1,042-61.8% | $1,924-79.3% | $2,281-82.5% |
| Participant deferral / active EE | $1,708 | $2,091-18.3% | $2,794-38.9% | $3,203-46.7% |
| Admin fee / account holder | $166 | $3,771-95.6% | $4,815-96.6% | $4,296-96.1% |