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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 | $12,374 | $77,638-84.1% | $156,551-92.1% | $62,881-80.3% |
| Participation rate | 65.9% | 71.2%-5.3pp | 84.0%-18.2pp | 69.3%-3.5pp |
| Annual return | 10.00% | 50.33%-40.3pp | 32.23%-22.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,051 | $3,444-69.5% | $5,501-80.9% | $2,281-53.9% |
| Participant deferral / active EE | $1,610 | $3,046-47.1% | $4,871-67.0% | $3,203-49.7% |
| Admin fee / account holder | $218 | $5,561-96.1% | $13,028-98.3% | $4,296-94.9% |