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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 | $25,912 | $83,485-69.0% | $125,192-79.3% | $72,975-64.5% |
| Participation rate | 56.9% | 73.3%-16.4pp | 79.8%-22.9pp | 69.5%-12.6pp |
| Annual return | 23.91% | 25.77%-1.9pp | 43.79%-19.9pp | 81.01%-57.1pp |
| Employer contribution / active EE | $1,641 | $2,346-30.1% | $3,866-57.6% | $2,440-32.8% |
| Participant deferral / active EE | $3,863 | $3,586+7.7% | $4,937-21.8% | $3,608+7.1% |
| Admin fee / account holder | $237 | $5,518-95.7% | $9,704-97.6% | $5,124-95.4% |