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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 | $14,536 | $51,283-71.7% | $95,740-84.8% | $71,511-79.7% |
| Participation rate | 58.3% | 63.1%-4.8pp | 72.3%-13.9pp | 67.9%-9.6pp |
| Annual return | 17.75% | 25.25%-7.5pp | 28.41%-10.7pp | 28.86%-11.1pp |
| Employer contribution / active EE | $965 | $1,817-46.9% | $2,836-66.0% | $2,589-62.7% |
| Participant deferral / active EE | $1,865 | $3,365-44.6% | $4,244-56.0% | $4,291-56.5% |
| Admin fee / account holder | $213 | $1,135-81.2% | $5,676-96.2% | $1,588-86.6% |