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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 | $15,020 | $77,817-80.7% | $123,553-87.8% | $64,173-76.6% |
| Participation rate | 60.7% | 74.7%-14.0pp | 82.3%-21.6pp | 69.6%-8.9pp |
| Annual return | 17.60% | 12.49%+5.1pp | 119.21%-101.6pp | 7.63%+10.0pp |
| Employer contribution / active EE | $1,195 | $3,014-60.4% | $4,628-74.2% | $2,381-49.8% |
| Participant deferral / active EE | $2,774 | $5,240-47.1% | $6,426-56.8% | $3,470-20.0% |
| Admin fee / account holder | $278 | $5,519-95.0% | $9,284-97.0% | $4,887-94.3% |