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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 | $16,771 | $73,981-77.3% | $105,754-84.1% | $62,881-73.3% |
| Participation rate | 69.8% | 71.7%-1.9pp | 78.9%-9.1pp | 69.3%+0.5pp |
| Annual return | 14.32% | 17.60%-3.3pp | 12.25%+2.1pp | 20.14%-5.8pp |
| Employer contribution / active EE | $2,641 | $2,856-7.5% | $4,079-35.3% | $2,281+15.8% |
| Participant deferral / active EE | $3,251 | $4,038-19.5% | $5,326-39.0% | $3,203+1.5% |
| Admin fee / account holder | $207 | $5,976-96.5% | $8,309-97.5% | $4,296-95.2% |