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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 | $19,818 | $72,492-72.7% | $87,104-77.2% | $72,975-72.8% |
| Participation rate | 42.3% | 72.8%-30.5pp | 76.9%-34.6pp | 69.5%-27.2pp |
| Annual return | 23.87% | 24.46%-0.6pp | 28.19%-4.3pp | 81.01%-57.1pp |
| Employer contribution / active EE | $458 | $1,894-75.8% | $2,521-81.8% | $2,440-81.2% |
| Participant deferral / active EE | $1,606 | $3,270-50.9% | $4,048-60.3% | $3,608-55.5% |
| Admin fee / account holder | $83 | $5,055-98.4% | $7,491-98.9% | $5,124-98.4% |