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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 | $18,538 | $81,504-77.3% | $102,437-81.9% | $80,959-77.1% |
| Participation rate | 61.5% | 66.9%-5.3pp | 74.5%-13.0pp | 67.7%-6.1pp |
| Annual return | 14.52% | 25.60%-11.1pp | 24.95%-10.4pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,113 | $3,104-64.1% | $3,871-71.2% | $2,757-59.6% |
| Participant deferral / active EE | $1,980 | $3,871-48.9% | $5,060-60.9% | $4,300-54.0% |
| Admin fee / account holder | $283 | $6,719-95.8% | $8,388-96.6% | $6,925-95.9% |