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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 | $78,520-74.9% | $96,576-79.6% | $82,448-76.1% |
| Participation rate | 41.4% | 77.7%-36.4pp | 81.4%-40.1pp | 68.1%-26.7pp |
| Annual return | 24.91% | 41.30%-16.4pp | 38.47%-13.6pp | 41.64%-16.7pp |
| Employer contribution / active EE | $1,431 | $2,630-45.6% | $3,553-59.7% | $2,551-43.9% |
| Participant deferral / active EE | $3,032 | $6,754-55.1% | $7,956-61.9% | $4,139-26.7% |
| Admin fee / account holder | $126 | $13,455-99.1% | $11,381-98.9% | $7,234-98.3% |