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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 | $14,111 | $181,896-92.2% | $156,551-91.0% | $273,972-94.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 4.90% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,675 | $6,248-73.2% | $5,501-69.6% | $4,869-65.6% |
| Participant deferral / active EE | $2,539 | $5,550-54.3% | $4,871-47.9% | $5,287-52.0% |
| Admin fee / account holder | $201 | $15,560-98.7% | $13,028-98.5% | $10,133-98.0% |