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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 | $80,855-81.2% | $153,416-90.1% | $86,983-82.5% |
| Participation rate | 40.0% | 64.1%-24.1pp | 74.3%-34.3pp | 69.5%-29.5pp |
| Annual return | 12.55% | 16.18%-3.6pp | 17.84%-5.3pp | 25.83%-13.3pp |
| Employer contribution / active EE | $1,182 | $2,308-48.8% | $3,764-68.6% | $2,584-54.3% |
| Participant deferral / active EE | $1,509 | $3,333-54.7% | $4,723-68.0% | $4,194-64.0% |
| Admin fee / account holder | $191 | $6,908-97.2% | $13,095-98.5% | $7,856-97.6% |