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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 | $21,085 | $72,486-70.9% | $87,103-75.8% | $72,976-71.1% |
| Participation rate | 48.8% | 72.8%-24.0pp | 76.9%-28.1pp | 69.5%-20.7pp |
| Annual return | 26.48% | 24.46%+2.0pp | 28.19%-1.7pp | 81.02%-54.5pp |
| Employer contribution / active EE | $1,086 | $1,894-42.6% | $2,521-56.9% | $2,440-55.5% |
| Participant deferral / active EE | $2,417 | $3,270-26.1% | $4,049-40.3% | $3,608-33.0% |
| Admin fee / account holder | $237 | $5,055-95.3% | $7,491-96.8% | $5,124-95.4% |