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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 | $17,871 | $101,778-82.4% | $164,975-89.2% | $80,925-77.9% |
| Participation rate | 39.5% | 71.8%-32.4pp | 78.6%-39.1pp | 67.7%-28.2pp |
| Annual return | 20.42% | 16.73%+3.7pp | 70.12%-49.7pp | 35.65%-15.2pp |
| Employer contribution / active EE | $1,006 | $2,954-66.0% | $4,343-76.8% | $2,756-63.5% |
| Participant deferral / active EE | $1,965 | $4,477-56.1% | $6,033-67.4% | $4,299-54.3% |
| Admin fee / account holder | $149 | $8,221-98.2% | $12,688-98.8% | $6,940-97.9% |