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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 | $12,096 | $52,467-76.9% | $57,196-78.9% | $55,167-78.1% |
| Participation rate | 63.6% | 75.8%-12.3pp | 75.3%-11.8pp | 69.0%-5.4pp |
| Annual return | 7.51% | 7.72%-0.2pp | 14.59%-7.1pp | 169.23%-161.7pp |
| Employer contribution / active EE | $847 | $2,477-65.8% | $2,683-68.4% | $1,963-56.8% |
| Participant deferral / active EE | $1,371 | $2,830-51.5% | $3,096-55.7% | $3,054-55.1% |
| Admin fee / account holder | $220 | $269-18.4% | $3,141-93.0% | $504-56.4% |