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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 | $10,411 | $48,078-78.3% | $78,676-86.8% | $62,881-83.4% |
| Participation rate | 54.5% | 65.2%-10.7pp | 73.6%-19.0pp | 69.3%-14.8pp |
| Annual return | 11.17% | 31.36%-20.2pp | 62.19%-51.0pp | 20.14%-9.0pp |
| Employer contribution / active EE | $966 | $2,015-52.1% | $2,850-66.1% | $2,281-57.7% |
| Participant deferral / active EE | $2,245 | $2,587-13.2% | $3,517-36.2% | $3,203-29.9% |
| Admin fee / account holder | $255 | $3,206-92.0% | $4,510-94.3% | $4,296-94.1% |