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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 | $19,038 | $80,985-76.5% | $96,576-80.3% | $75,181-74.7% |
| Participation rate | 56.0% | 71.8%-15.8pp | 76.0%-20.0pp | 67.2%-11.2pp |
| Annual return | 24.39% | 27.05%-2.7pp | 25.87%-1.5pp | 160.69%-136.3pp |
| Employer contribution / active EE | $1,705 | $2,282-25.3% | $2,965-42.5% | $2,671-36.2% |
| Participant deferral / active EE | $2,370 | $3,929-39.7% | $4,851-51.1% | $4,126-42.6% |
| Admin fee / account holder | $185 | $6,719-97.2% | $8,253-97.8% | $5,650-96.7% |