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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 | $19,563 | $67,602-71.1% | $82,312-76.2% | $70,126-72.1% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-8.9pp |
| Annual return | 22.25% | 21.57%+0.7pp | 25.88%-3.6pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,689 | $1,755-3.8% | $2,428-30.5% | $2,343-27.9% |
| Participant deferral / active EE | $2,261 | $2,987-24.3% | $3,706-39.0% | $3,332-32.1% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |