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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 | $27,018 | $140,592-80.8% | $123,106-78.1% | $125,388-78.5% |
| Participation rate | 44.4% | 88.2%-43.8pp | 86.8%-42.3pp | 83.2%-38.7pp |
| Annual return | -0.97% | 16.80%-17.8pp | 13.22%-14.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,396 | $6,041-76.9% | $5,151-72.9% | $4,866-71.3% |
| Participant deferral / active EE | $3,156 | $6,980-54.8% | $6,229-49.3% | $5,352-41.0% |
| Admin fee / account holder | $266 | $11,198-97.6% | $9,015-97.0% | $9,541-97.2% |