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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 | $22,640 | $83,485-72.9% | $125,195-81.9% | $72,976-69.0% |
| Participation rate | 59.6% | 73.3%-13.7pp | 79.8%-20.2pp | 69.5%-9.9pp |
| Annual return | 26.84% | 25.77%+1.1pp | 43.79%-17.0pp | 81.02%-54.2pp |
| Employer contribution / active EE | $1,703 | $2,346-27.4% | $3,866-56.0% | $2,440-30.2% |
| Participant deferral / active EE | $3,144 | $3,586-12.3% | $4,937-36.3% | $3,608-12.8% |
| Admin fee / account holder | $252 | $5,518-95.4% | $9,704-97.4% | $5,124-95.1% |