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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 | $21,935 | $135,956-83.9% | $123,894-82.3% | $273,972-92.0% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 7.31% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,801 | $5,170-65.2% | $4,617-61.0% | $4,869-63.0% |
| Participant deferral / active EE | $2,761 | $6,343-56.5% | $5,984-53.9% | $5,287-47.8% |
| Admin fee / account holder | $229 | $9,817-97.7% | $8,357-97.3% | $10,133-97.7% |