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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 | $10,227 | $53,018-80.7% | $70,014-85.4% | $62,891-83.7% |
| Participation rate | 48.6% | 67.2%-18.6pp | 71.8%-23.2pp | 69.3%-20.7pp |
| Annual return | 13.44% | 13.35%+0.1pp | 12.99%+0.4pp | 20.14%-6.7pp |
| Employer contribution / active EE | $829 | $1,799-53.9% | $2,338-64.5% | $2,281-63.6% |
| Participant deferral / active EE | $1,537 | $2,395-35.8% | $2,931-47.5% | $3,203-52.0% |
| Admin fee / account holder | $268 | $3,690-92.7% | $4,380-93.9% | $4,296-93.8% |