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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 | $33,025 | $114,712-71.2% | $173,730-81.0% | $87,485-62.3% |
| Participation rate | 57.7% | 73.0%-15.3pp | 79.6%-21.9pp | 68.9%-11.2pp |
| Annual return | 18.13% | 20.18%-2.1pp | 19.96%-1.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,243 | $2,904-57.2% | $4,577-72.8% | $2,596-52.1% |
| Participant deferral / active EE | $3,854 | $4,642-17.0% | $6,326-39.1% | $4,274-9.8% |
| Admin fee / account holder | $61 | $10,210-99.4% | $17,523-99.7% | $7,775-99.2% |