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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 | $19,800 | $181,896-89.1% | $156,551-87.4% | $273,972-92.8% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 5.31% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $2,321 | $6,248-62.9% | $5,501-57.8% | $4,869-52.3% |
| Participant deferral / active EE | $2,329 | $5,550-58.0% | $4,871-52.2% | $5,287-55.9% |
| Admin fee / account holder | $186 | $15,560-98.8% | $13,028-98.6% | $10,133-98.2% |