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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 | $14,042 | $73,978-81.0% | $96,515-85.5% | $75,173-81.3% |
| Participation rate | 50.8% | 66.4%-15.6pp | 74.3%-23.5pp | 67.2%-16.4pp |
| Annual return | 16.54% | 26.72%-10.2pp | 35.73%-19.2pp | 160.72%-144.2pp |
| Employer contribution / active EE | $1,048 | $2,931-64.2% | $3,740-72.0% | $2,671-60.8% |
| Participant deferral / active EE | $1,774 | $3,660-51.5% | $4,880-63.6% | $4,126-57.0% |
| Admin fee / account holder | $208 | $5,219-96.0% | $6,735-96.9% | $5,651-96.3% |