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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 | $21,356 | $72,492-70.5% | $87,104-75.5% | $72,975-70.7% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 22.80% | 24.46%-1.7pp | 28.19%-5.4pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,739 | $1,894-8.2% | $2,521-31.0% | $2,440-28.7% |
| Participant deferral / active EE | $2,595 | $3,270-20.6% | $4,048-35.9% | $3,608-28.1% |
| Admin fee / account holder | $229 | $5,055-95.5% | $7,491-96.9% | $5,124-95.5% |