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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 | $22,588 | $136,860-83.5% | $120,344-81.2% | $154,746-85.4% |
| Participation rate | 52.2% | 79.9%-27.7pp | 76.7%-24.5pp | 80.7%-28.5pp |
| Annual return | 18.48% | 21.38%-2.9pp | 20.30%-1.8pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,015 | $3,533-71.3% | $3,020-66.4% | $4,379-76.8% |
| Participant deferral / active EE | $2,521 | $5,793-56.5% | $5,135-50.9% | $6,730-62.5% |
| Admin fee / account holder | $207 | $15,393-98.7% | $12,742-98.4% | $14,365-98.6% |