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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 | $18,882 | $153,311-87.7% | $109,313-82.7% | $273,972-93.1% |
| Participation rate | 50.0% | 80.1%-30.1pp | 71.3%-21.3pp | 83.0%-33.0pp |
| Annual return | 6.03% | 29.86%-23.8pp | 22.07%-16.0pp | 41.46%-35.4pp |
| Employer contribution / active EE | $231 | $5,619-95.9% | $3,892-94.1% | $4,869-95.2% |
| Participant deferral / active EE | $1,308 | $3,932-66.7% | $3,166-58.7% | $5,287-75.3% |
| Admin fee / account holder | $206 | $8,076-97.4% | $5,666-96.4% | $10,133-98.0% |