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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 | $12,625 | $79,557-84.1% | $118,746-89.4% | $70,126-82.0% |
| Participation rate | 52.5% | 71.4%-18.9pp | 78.3%-25.8pp | 69.5%-17.1pp |
| Annual return | 26.65% | 25.64%+1.0pp | 24.54%+2.1pp | 73.15%-46.5pp |
| Employer contribution / active EE | $1,198 | $2,861-58.1% | $4,193-71.4% | $2,343-48.8% |
| Participant deferral / active EE | $1,795 | $4,089-56.1% | $5,332-66.3% | $3,332-46.1% |
| Admin fee / account holder | $143 | $5,374-97.3% | $10,720-98.7% | $4,645-96.9% |