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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 | $15,228 | $77,896-80.5% | $134,172-88.7% | $82,448-81.5% |
| Participation rate | 40.0% | 62.8%-22.8pp | 72.5%-32.5pp | 68.1%-28.1pp |
| Annual return | 12.55% | 18.21%-5.7pp | 25.30%-12.7pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,182 | $2,159-45.3% | $3,420-65.4% | $2,551-53.7% |
| Participant deferral / active EE | $1,509 | $3,162-52.3% | $4,690-67.8% | $4,139-63.5% |
| Admin fee / account holder | $191 | $6,336-97.0% | $12,016-98.4% | $7,234-97.4% |