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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 | $20,065 | $76,551-73.8% | $123,894-83.8% | $62,881-68.1% |
| Participation rate | 62.5% | 73.0%-10.5pp | 81.4%-18.9pp | 69.3%-6.8pp |
| Annual return | 9.82% | 18.68%-8.9pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,141 | $2,882-25.7% | $4,617-53.6% | $2,281-6.1% |
| Participant deferral / active EE | $3,789 | $4,840-21.7% | $5,984-36.7% | $3,203+18.3% |
| Admin fee / account holder | $56 | $4,826-98.8% | $8,357-99.3% | $4,296-98.7% |