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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 | $15,247 | $81,504-81.3% | $102,437-85.1% | $80,959-81.2% |
| Participation rate | 53.3% | 66.9%-13.5pp | 74.5%-21.2pp | 67.7%-14.3pp |
| Annual return | 18.91% | 25.60%-6.7pp | 24.95%-6.0pp | 35.67%-16.8pp |
| Employer contribution / active EE | $1,484 | $3,104-52.2% | $3,871-61.7% | $2,757-46.2% |
| Participant deferral / active EE | $3,112 | $3,871-19.6% | $5,060-38.5% | $4,300-27.6% |
| Admin fee / account holder | $134 | $6,719-98.0% | $8,388-98.4% | $6,925-98.1% |