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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 | $20,777 | $80,731-74.3% | $103,378-79.9% | $74,400-72.1% |
| Participation rate | 30.6% | 65.7%-35.1pp | 74.5%-43.9pp | 67.2%-36.6pp |
| Annual return | 16.81% | 27.56%-10.7pp | 24.91%-8.1pp | 1367.51%-1350.7pp |
| Employer contribution / active EE | $1,208 | $3,159-61.8% | $3,870-68.8% | $2,624-54.0% |
| Participant deferral / active EE | $1,933 | $3,862-49.9% | $5,058-61.8% | $4,348-55.5% |
| Admin fee / account holder | $260 | $2,369-89.0% | $8,401-96.9% | $1,944-86.6% |