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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 | $12,395 | $72,269-82.8% | $101,271-87.8% | $79,852-84.5% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 49.49% | 22.29%+27.2pp | 46.48%+3.0pp | 31.72%+17.8pp |
| Employer contribution / active EE | $690 | $2,692-74.4% | $3,660-81.2% | $2,471-72.1% |
| Participant deferral / active EE | $1,549 | $3,282-52.8% | $4,371-64.6% | $3,740-58.6% |
| Admin fee / account holder | $19 | $4,401-99.6% | $5,948-99.7% | $5,306-99.6% |