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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 | $11,555 | $76,551-84.9% | $123,894-90.7% | $62,881-81.6% |
| Participation rate | 59.3% | 73.0%-13.7pp | 81.4%-22.1pp | 69.3%-10.0pp |
| Annual return | 13.90% | 18.68%-4.8pp | 47.52%-33.6pp | 20.14%-6.2pp |
| Employer contribution / active EE | $1,103 | $2,882-61.7% | $4,617-76.1% | $2,281-51.6% |
| Participant deferral / active EE | $2,635 | $4,840-45.6% | $5,984-56.0% | $3,203-17.7% |
| Admin fee / account holder | $34 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |