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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 | $16,277 | $88,707-81.7% | $74,184-78.1% | $273,972-94.1% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.6%-33.8pp | 83.0%-40.2pp |
| Annual return | 10.35% | 11.94%-1.6pp | 17.74%-7.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,164 | $3,159-63.2% | $2,370-50.9% | $4,869-76.1% |
| Participant deferral / active EE | $2,171 | $4,212-48.4% | $3,550-38.8% | $5,287-58.9% |
| Admin fee / account holder | $265 | $8,717-97.0% | $5,586-95.3% | $10,133-97.4% |