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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 | $12,155 | $91,179-86.7% | $178,499-93.2% | $79,852-84.8% |
| Participation rate | 58.9% | 69.2%-10.3pp | 81.9%-23.0pp | 69.6%-10.7pp |
| Annual return | 18.60% | 24.19%-5.6pp | 151.10%-132.5pp | 31.72%-13.1pp |
| Employer contribution / active EE | $402 | $3,256-87.6% | $5,011-92.0% | $2,471-83.7% |
| Participant deferral / active EE | $1,794 | $3,236-44.6% | $5,202-65.5% | $3,740-52.0% |
| Admin fee / account holder | $296 | $6,749-95.6% | $13,986-97.9% | $5,306-94.4% |