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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 | $11,323 | $60,349-81.2% | $74,184-84.7% | $62,881-82.0% |
| Participation rate | 67.6% | 72.7%-5.1pp | 76.6%-9.0pp | 69.3%-1.7pp |
| Annual return | 5.64% | 21.38%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,561 | $1,680-7.1% | $2,370-34.2% | $2,281-31.6% |
| Participant deferral / active EE | $2,224 | $2,856-22.1% | $3,550-37.4% | $3,203-30.6% |
| Admin fee / account holder | $247 | $4,261-94.2% | $5,586-95.6% | $4,296-94.2% |