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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 | $17,795 | $58,828-69.8% | $78,002-77.2% | $62,881-71.7% |
| Participation rate | 61.1% | 71.1%-9.9pp | 75.5%-14.4pp | 69.3%-8.2pp |
| Annual return | 10.87% | 17.16%-6.3pp | 425.99%-415.1pp | 20.14%-9.3pp |
| Employer contribution / active EE | $941 | $1,672-43.7% | $2,470-61.9% | $2,281-58.7% |
| Participant deferral / active EE | $2,059 | $2,686-23.3% | $3,497-41.1% | $3,203-35.7% |
| Admin fee / account holder | $109 | $4,393-97.5% | $5,481-98.0% | $4,296-97.5% |