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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 | $27,386 | $83,485-67.2% | $125,180-78.1% | $72,983-62.5% |
| Participation rate | 58.1% | 73.3%-15.2pp | 79.8%-21.6pp | 69.5%-11.3pp |
| Annual return | 19.79% | 25.78%-6.0pp | 43.79%-24.0pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,633 | $2,346-30.4% | $3,866-57.8% | $2,440-33.1% |
| Participant deferral / active EE | $3,264 | $3,586-9.0% | $4,937-33.9% | $3,608-9.5% |
| Admin fee / account holder | $291 | $5,518-94.7% | $9,703-97.0% | $5,124-94.3% |