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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 | $7,915 | $81,476-90.3% | $102,383-92.3% | $80,925-90.2% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 16.23% | 25.59%-9.4pp | 24.94%-8.7pp | 35.65%-19.4pp |
| Employer contribution / active EE | $1,280 | $3,105-58.8% | $3,870-66.9% | $2,756-53.6% |
| Participant deferral / active EE | $1,707 | $3,871-55.9% | $5,060-66.3% | $4,299-60.3% |
| Admin fee / account holder | $251 | $6,717-96.3% | $8,391-97.0% | $6,940-96.4% |