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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 | $13,292 | $56,054-76.3% | $171,082-92.2% | $62,881-78.9% |
| Participation rate | 36.1% | 62.9%-26.8pp | 76.7%-40.6pp | 69.3%-33.2pp |
| Annual return | 11.72% | 22.52%-10.8pp | 32.56%-20.8pp | 20.14%-8.4pp |
| Employer contribution / active EE | $350 | $1,731-79.8% | $4,002-91.3% | $2,281-84.7% |
| Participant deferral / active EE | $1,414 | $3,158-55.2% | $4,797-70.5% | $3,203-55.9% |
| Admin fee / account holder | $151 | $3,647-95.8% | $8,520-98.2% | $4,296-96.5% |