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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 | $21,097 | $69,977-69.9% | $108,582-80.6% | $62,881-66.4% |
| Participation rate | 59.5% | 72.9%-13.4pp | 79.6%-20.0pp | 69.3%-9.8pp |
| Annual return | 7.98% | 10.73%-2.8pp | -51.70%+59.7pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,199 | $2,135-43.8% | $3,758-68.1% | $2,281-47.4% |
| Participant deferral / active EE | $3,024 | $3,165-4.4% | $4,311-29.9% | $3,203-5.6% |
| Admin fee / account holder | $244 | $5,076-95.2% | $7,645-96.8% | $4,296-94.3% |