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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 | $28,036 | $138,393-79.7% | $184,256-84.8% | $80,959-65.4% |
| Participation rate | 51.3% | 83.9%-32.6pp | 86.8%-35.5pp | 67.7%-16.4pp |
| Annual return | 16.10% | 20.01%-3.9pp | 28.85%-12.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,716 | $4,847-64.6% | $6,427-73.3% | $2,757-37.8% |
| Participant deferral / active EE | $3,302 | $7,076-53.3% | $9,133-63.8% | $4,300-23.2% |
| Admin fee / account holder | $134 | $10,489-98.7% | $13,899-99.0% | $6,925-98.1% |