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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 | $15,968 | $56,894-71.9% | $84,753-81.2% | $62,881-74.6% |
| Participation rate | 41.5% | 68.5%-27.1pp | 76.6%-35.1pp | 69.3%-27.8pp |
| Annual return | 10.75% | 6.30%+4.4pp | 22.78%-12.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $779 | $2,400-67.5% | $3,574-78.2% | $2,281-65.8% |
| Participant deferral / active EE | $1,613 | $2,709-40.5% | $3,712-56.5% | $3,203-49.6% |
| Admin fee / account holder | $135 | $3,581-96.2% | $5,333-97.5% | $4,296-96.9% |