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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 | $14,234 | $87,106-83.7% | $105,607-86.5% | $80,935-82.4% |
| Participation rate | 53.8% | 70.4%-16.6pp | 75.3%-21.4pp | 67.7%-13.8pp |
| Annual return | 18.20% | 17.01%+1.2pp | 116.11%-97.9pp | 35.66%-17.5pp |
| Employer contribution / active EE | $650 | $2,396-72.9% | $3,167-79.5% | $2,757-76.4% |
| Participant deferral / active EE | $2,524 | $3,986-36.7% | $5,011-49.6% | $4,299-41.3% |
| Admin fee / account holder | $0 | $8,447-100.0% | $10,958-100.0% | $6,924-100.0% |