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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 | $13,089 | $56,287-76.7% | $80,977-83.8% | $62,881-79.2% |
| Participation rate | 47.6% | 68.9%-21.3pp | 75.8%-28.2pp | 69.3%-21.7pp |
| Annual return | 13.32% | 22.13%-8.8pp | 17.11%-3.8pp | 20.14%-6.8pp |
| Employer contribution / active EE | $1,406 | $1,943-27.6% | $3,715-62.2% | $2,281-38.4% |
| Participant deferral / active EE | $2,375 | $4,196-43.4% | $5,696-58.3% | $3,203-25.8% |
| Admin fee / account holder | $228 | $3,742-93.9% | $5,517-95.9% | $4,296-94.7% |