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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 | $30,704 | $95,404-67.8% | $113,397-72.9% | $82,637-62.8% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.5%-8.8pp | 68.1%-0.4pp |
| Annual return | 19.94% | 19.08%+0.9pp | 23.20%-3.3pp | 53.51%-33.6pp |
| Employer contribution / active EE | $1,293 | $2,307-43.9% | $2,977-56.6% | $2,552-49.3% |
| Participant deferral / active EE | $3,726 | $4,220-11.7% | $5,076-26.6% | $4,126-9.7% |
| Admin fee / account holder | $43 | $9,168-99.5% | $11,957-99.6% | $7,339-99.4% |