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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 | $14,571 | $54,541-73.3% | $78,778-81.5% | $70,124-79.2% |
| Participation rate | 32.1% | 60.8%-28.7pp | 69.2%-37.0pp | 69.5%-37.4pp |
| Annual return | 14.67% | 21.07%-6.4pp | 35.62%-21.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $649 | $1,089-40.4% | $1,986-67.3% | $2,342-72.3% |
| Participant deferral / active EE | $2,301 | $2,210+4.1% | $2,958-22.2% | $3,332-30.9% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |