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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 | $13,568 | $46,877-71.1% | $122,354-88.9% | $70,126-80.7% |
| Participation rate | 51.8% | 58.2%-6.4pp | 71.6%-19.9pp | 69.5%-17.8pp |
| Annual return | 18.12% | 24.22%-6.1pp | 30.28%-12.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $613 | $1,288-52.4% | $4,051-84.9% | $2,343-73.8% |
| Participant deferral / active EE | $1,267 | $2,167-41.5% | $3,287-61.4% | $3,332-62.0% |
| Admin fee / account holder | $216 | $3,324-93.5% | $5,479-96.1% | $4,645-95.3% |