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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 | $13,037 | $72,027-81.9% | $185,861-93.0% | $79,856-83.7% |
| Participation rate | 37.0% | 65.8%-28.7pp | 78.0%-41.0pp | 69.6%-32.6pp |
| Annual return | 21.66% | 23.13%-1.5pp | 35.96%-14.3pp | 31.71%-10.1pp |
| Employer contribution / active EE | $370 | $1,965-81.2% | $4,088-90.9% | $2,471-85.0% |
| Participant deferral / active EE | $2,325 | $3,780-38.5% | $5,634-58.7% | $3,741-37.9% |
| Admin fee / account holder | $173 | $4,513-96.2% | $9,503-98.2% | $5,306-96.7% |