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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 | $26,558 | $95,453-72.2% | $112,040-76.3% | $82,448-67.8% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 21.68% | 23.92%-2.2pp | 24.52%-2.8pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,666 | $2,318-28.1% | $2,954-43.6% | $2,551-34.7% |
| Participant deferral / active EE | $2,430 | $4,224-42.5% | $5,098-52.3% | $4,139-41.3% |
| Admin fee / account holder | $192 | $9,013-97.9% | $12,098-98.4% | $7,234-97.3% |