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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 | $23,087 | $181,896-87.3% | $156,551-85.3% | $273,972-91.6% |
| Participation rate | 46.7% | 88.4%-41.7pp | 84.0%-37.3pp | 83.0%-36.3pp |
| Annual return | 7.00% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,463 | $6,248-76.6% | $5,501-73.4% | $4,869-70.0% |
| Participant deferral / active EE | $2,158 | $5,550-61.1% | $4,871-55.7% | $5,287-59.2% |
| Admin fee / account holder | $237 | $15,560-98.5% | $13,028-98.2% | $10,133-97.7% |