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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 | $19,721 | $77,358-74.5% | $102,184-80.7% | $87,485-77.5% |
| Participation rate | 41.4% | 78.7%-37.3pp | 82.6%-41.2pp | 68.9%-27.6pp |
| Annual return | 24.91% | 41.11%-16.2pp | 31.58%-6.7pp | 26.06%-1.2pp |
| Employer contribution / active EE | $1,431 | $2,562-44.2% | $3,594-60.2% | $2,596-44.9% |
| Participant deferral / active EE | $3,032 | $6,753-55.1% | $8,309-63.5% | $4,274-29.0% |
| Admin fee / account holder | $126 | $6,809-98.2% | $11,609-98.9% | $7,775-98.4% |