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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 | $17,099 | $66,764-74.4% | $88,497-80.7% | $62,881-72.8% |
| Participation rate | 64.0% | 77.3%-13.3pp | 82.4%-18.4pp | 69.3%-5.3pp |
| Annual return | 9.87% | 10.37%-0.5pp | 7.63%+2.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,555 | $3,077-49.5% | $4,036-61.5% | $2,281-31.8% |
| Participant deferral / active EE | $3,630 | $3,976-8.7% | $4,899-25.9% | $3,203+13.3% |
| Admin fee / account holder | $68 | $4,668-98.6% | $6,220-98.9% | $4,296-98.4% |