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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 | $16,949 | $76,551-77.9% | $123,894-86.3% | $62,881-73.0% |
| Participation rate | 23.1% | 73.0%-49.9pp | 81.4%-58.3pp | 69.3%-46.2pp |
| Annual return | 13.90% | 18.68%-4.8pp | 47.52%-33.6pp | 20.14%-6.2pp |
| Employer contribution / active EE | $917 | $2,882-68.2% | $4,617-80.1% | $2,281-59.8% |
| Participant deferral / active EE | $2,608 | $4,840-46.1% | $5,984-56.4% | $3,203-18.6% |
| Admin fee / account holder | $55 | $4,826-98.9% | $8,357-99.3% | $4,296-98.7% |