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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 | $20,085 | $60,165-66.6% | $74,184-72.9% | $55,167-63.6% |
| Participation rate | 69.8% | 74.2%-4.3pp | 76.6%-6.8pp | 69.0%+0.8pp |
| Annual return | 26.58% | 10.00%+16.6pp | 17.74%+8.8pp | 169.23%-142.6pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,009 | $2,973-32.4% | $3,550-43.4% | $3,054-34.2% |
| Admin fee / account holder | $236 | $419-43.7% | $5,586-95.8% | $504-53.2% |