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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 | $10,484 | $72,269-85.5% | $101,271-89.6% | $79,852-86.9% |
| Participation rate | 56.7% | 68.5%-11.8pp | 75.8%-19.1pp | 69.6%-13.0pp |
| Annual return | 37.50% | 22.29%+15.2pp | 46.48%-9.0pp | 31.72%+5.8pp |
| Employer contribution / active EE | $1,291 | $2,692-52.0% | $3,660-64.7% | $2,471-47.7% |
| Participant deferral / active EE | $3,128 | $3,282-4.7% | $4,371-28.4% | $3,740-16.4% |
| Admin fee / account holder | $164 | $4,401-96.3% | $5,948-97.2% | $5,306-96.9% |