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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 | $21,021 | $80,985-74.0% | $96,576-78.2% | $75,181-72.0% |
| Participation rate | 57.8% | 71.8%-14.0pp | 76.0%-18.2pp | 67.2%-9.4pp |
| Annual return | 17.21% | 27.05%-9.8pp | 25.87%-8.7pp | 160.69%-143.5pp |
| Employer contribution / active EE | $1,348 | $2,282-41.0% | $2,965-54.5% | $2,671-49.5% |
| Participant deferral / active EE | $3,110 | $3,929-20.9% | $4,851-35.9% | $4,126-24.6% |
| Admin fee / account holder | $84 | $6,719-98.8% | $8,253-99.0% | $5,650-98.5% |