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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 | $14,069 | $60,349-76.7% | $74,184-81.0% | $62,881-77.6% |
| Participation rate | 48.1% | 72.7%-24.6pp | 76.6%-28.5pp | 69.3%-21.2pp |
| Annual return | 19.66% | 21.38%-1.7pp | 17.74%+1.9pp | 20.14%-0.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,591 | $2,856+60.7% | $3,550+29.3% | $3,203+43.3% |
| Admin fee / account holder | $34 | $4,261-99.2% | $5,586-99.4% | $4,296-99.2% |