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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 | $12,460 | $124,425-90.0% | $112,040-88.9% | $137,256-90.9% |
| Participation rate | 65.2% | 79.3%-14.1pp | 76.5%-11.3pp | 80.0%-14.7pp |
| Annual return | 22.01% | 24.72%-2.7pp | 24.52%-2.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,073 | $3,411-68.5% | $2,954-63.7% | $4,156-74.2% |
| Participant deferral / active EE | $1,954 | $5,718-65.8% | $5,098-61.7% | $6,407-69.5% |
| Admin fee / account holder | $267 | $15,207-98.2% | $12,098-97.8% | $12,270-97.8% |