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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 | $25,394 | $69,977-63.7% | $108,582-76.6% | $62,881-59.6% |
| Participation rate | 52.0% | 72.9%-20.9pp | 79.6%-27.6pp | 69.3%-17.3pp |
| Annual return | 6.11% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $628 | $2,135-70.6% | $3,758-83.3% | $2,281-72.5% |
| Participant deferral / active EE | $1,748 | $3,165-44.8% | $4,311-59.5% | $3,203-45.4% |
| Admin fee / account holder | $220 | $5,076-95.7% | $7,645-97.1% | $4,296-94.9% |