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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 | $97,550-72.8% | $120,344-77.9% | $87,485-69.6% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 21.68% | 18.41%+3.3pp | 20.30%+1.4pp | 26.06%-4.4pp |
| Employer contribution / active EE | $1,666 | $2,291-27.3% | $3,020-44.8% | $2,596-35.8% |
| Participant deferral / active EE | $2,430 | $4,230-42.6% | $5,135-52.7% | $4,274-43.1% |
| Admin fee / account holder | $192 | $9,543-98.0% | $12,742-98.5% | $7,775-97.5% |