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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 | $21,830 | $67,606-67.7% | $82,313-73.5% | $70,131-68.9% |
| Participation rate | 55.4% | 72.8%-17.4pp | 76.9%-21.5pp | 69.5%-14.2pp |
| Annual return | 14.67% | 21.57%-6.9pp | 25.88%-11.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $869 | $1,755-50.5% | $2,428-64.2% | $2,342-62.9% |
| Participant deferral / active EE | $2,061 | $2,987-31.0% | $3,706-44.4% | $3,332-38.1% |
| Admin fee / account holder | $191 | $4,512-95.8% | $5,608-96.6% | $4,645-95.9% |