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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 | $12,512 | $71,197-82.4% | $93,669-86.6% | $80,925-84.5% |
| Participation rate | 35.7% | 60.4%-24.7pp | 68.7%-33.0pp | 67.7%-31.9pp |
| Annual return | 17.37% | 11.27%+6.1pp | 133.59%-116.2pp | 35.65%-18.3pp |
| Employer contribution / active EE | $496 | $1,565-68.3% | $2,424-79.6% | $2,756-82.0% |
| Participant deferral / active EE | $2,434 | $4,036-39.7% | $4,416-44.9% | $4,299-43.4% |
| Admin fee / account holder | $123 | $6,959-98.2% | $8,291-98.5% | $6,940-98.2% |