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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 | $21,244 | $79,961-73.4% | $98,462-78.4% | $75,177-71.7% |
| Participation rate | 47.8% | 70.4%-22.5pp | 75.2%-27.3pp | 67.2%-19.4pp |
| Annual return | 26.14% | 19.75%+6.4pp | 21.17%+5.0pp | 160.75%-134.6pp |
| Employer contribution / active EE | $1,145 | $2,264-49.4% | $3,049-62.5% | $2,671-57.1% |
| Participant deferral / active EE | $4,142 | $3,753+10.4% | $4,738-12.6% | $4,126+0.4% |
| Admin fee / account holder | $252 | $6,842-96.3% | $8,875-97.2% | $5,651-95.5% |