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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 | $20,173 | $72,269-72.1% | $101,271-80.1% | $79,852-74.7% |
| Participation rate | 43.8% | 68.5%-24.7pp | 75.8%-32.1pp | 69.6%-25.9pp |
| Annual return | 23.42% | 22.29%+1.1pp | 46.48%-23.1pp | 31.72%-8.3pp |
| Employer contribution / active EE | $799 | $2,692-70.3% | $3,660-78.2% | $2,471-67.6% |
| Participant deferral / active EE | $1,473 | $3,282-55.1% | $4,371-66.3% | $3,740-60.6% |
| Admin fee / account holder | $125 | $4,401-97.2% | $5,948-97.9% | $5,306-97.7% |