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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 | $21,870 | $88,042-75.2% | $138,135-84.2% | $79,852-72.6% |
| Participation rate | 67.4% | 71.4%-4.0pp | 78.7%-11.3pp | 69.6%-2.2pp |
| Annual return | 26.85% | 20.58%+6.3pp | 20.51%+6.3pp | 31.72%-4.9pp |
| Employer contribution / active EE | $1,091 | $3,103-64.9% | $5,587-80.5% | $2,471-55.9% |
| Participant deferral / active EE | $2,571 | $4,704-45.4% | $6,431-60.0% | $3,740-31.3% |
| Admin fee / account holder | $0 | $7,791-100.0% | $11,856-100.0% | $5,306-100.0% |