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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 | $19,770 | $76,551-74.2% | $123,894-84.0% | $62,881-68.6% |
| Participation rate | 60.9% | 73.0%-12.0pp | 81.4%-20.5pp | 69.3%-8.4pp |
| Annual return | 8.32% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,187 | $2,882-58.8% | $4,617-74.3% | $2,281-47.9% |
| Participant deferral / active EE | $2,652 | $4,840-45.2% | $5,984-55.7% | $3,203-17.2% |
| Admin fee / account holder | $292 | $4,826-94.0% | $8,357-96.5% | $4,296-93.2% |