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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 | $14,596 | $72,607-79.9% | $90,259-83.8% | $87,485-83.3% |
| Participation rate | 63.3% | 64.8%-1.5pp | 70.7%-7.4pp | 68.9%-5.6pp |
| Annual return | 22.36% | 18.59%+3.8pp | 18.88%+3.5pp | 26.06%-3.7pp |
| Employer contribution / active EE | $1,274 | $1,919-33.6% | $2,291-44.4% | $2,596-50.9% |
| Participant deferral / active EE | $1,551 | $3,055-49.2% | $3,827-59.5% | $4,274-63.7% |
| Admin fee / account holder | $113 | $5,947-98.1% | $7,267-98.4% | $7,775-98.5% |