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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 | $12,321 | $90,400-86.4% | $186,193-93.4% | $87,485-85.9% |
| Participation rate | 60.3% | 66.2%-5.9pp | 77.1%-16.8pp | 68.9%-8.6pp |
| Annual return | 19.91% | 22.15%-2.2pp | 78.03%-58.1pp | 26.06%-6.2pp |
| Employer contribution / active EE | $616 | $2,170-71.6% | $3,918-84.3% | $2,596-76.3% |
| Participant deferral / active EE | $1,678 | $4,330-61.2% | $6,513-74.2% | $4,274-60.7% |
| Admin fee / account holder | $212 | $8,673-97.6% | $11,058-98.1% | $7,775-97.3% |