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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 | $20,743 | $147,594-85.9% | $121,871-83.0% | $198,609-89.6% |
| Participation rate | 52.9% | 78.0%-25.0pp | 73.2%-20.3pp | 82.4%-29.4pp |
| Annual return | 2.64% | 12.94%-10.3pp | 13.57%-10.9pp | 202.70%-200.1pp |
| Employer contribution / active EE | $1,121 | $3,007-62.7% | $2,731-59.0% | $5,055-77.8% |
| Participant deferral / active EE | $3,711 | $5,168-28.2% | $4,318-14.1% | $6,977-46.8% |
| Admin fee / account holder | $299 | $15,134-98.0% | $11,551-97.4% | $19,030-98.4% |