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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 | $13,261 | $65,364-79.7% | $92,909-85.7% | $72,975-81.8% |
| Participation rate | 50.9% | 68.3%-17.4pp | 76.0%-25.1pp | 69.5%-18.6pp |
| Annual return | 22.32% | 42.11%-19.8pp | 109.44%-87.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $1,104 | $2,594-57.4% | $3,653-69.8% | $2,440-54.8% |
| Participant deferral / active EE | $2,083 | $3,128-33.4% | $4,238-50.9% | $3,608-42.3% |
| Admin fee / account holder | $244 | $4,251-94.3% | $5,795-95.8% | $5,124-95.2% |