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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 | $32,097 | $87,834-63.5% | $133,975-76.0% | $62,881-49.0% |
| Participation rate | 40.0% | 83.4%-43.4pp | 87.1%-47.1pp | 69.3%-29.3pp |
| Annual return | 15.43% | 12.05%+3.4pp | 29.29%-13.9pp | 20.14%-4.7pp |
| Employer contribution / active EE | $1,649 | $3,482-52.6% | $5,211-68.4% | $2,281-27.7% |
| Participant deferral / active EE | $4,756 | $4,812-1.2% | $6,282-24.3% | $3,203+48.5% |
| Admin fee / account holder | $13 | $5,372-99.8% | $9,324-99.9% | $4,296-99.7% |