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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 | $19,466 | $181,896-89.3% | $156,551-87.6% | $273,972-92.9% |
| Participation rate | 52.2% | 88.4%-36.2pp | 84.0%-31.8pp | 83.0%-30.8pp |
| Annual return | 9.34% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,512 | $6,248-75.8% | $5,501-72.5% | $4,869-68.9% |
| Participant deferral / active EE | $2,471 | $5,550-55.5% | $4,871-49.3% | $5,287-53.3% |
| Admin fee / account holder | $63 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |