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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 | $12,419 | $69,444-82.1% | $92,985-86.6% | $87,485-85.8% |
| Participation rate | 52.7% | 63.3%-10.6pp | 69.5%-16.8pp | 68.9%-16.2pp |
| Annual return | 21.93% | 23.85%-1.9pp | 27.99%-6.1pp | 26.06%-4.1pp |
| Employer contribution / active EE | $722 | $1,917-62.3% | $2,662-72.9% | $2,596-72.2% |
| Participant deferral / active EE | $1,290 | $3,364-61.6% | $4,377-70.5% | $4,274-69.8% |
| Admin fee / account holder | $194 | $6,137-96.8% | $9,463-97.9% | $7,775-97.5% |