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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 | $25,651 | $153,769-83.3% | $133,975-80.9% | $273,972-90.6% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | 10.92% | 36.51%-25.6pp | 29.29%-18.4pp | 41.46%-30.5pp |
| Employer contribution / active EE | $2,385 | $6,029-60.4% | $5,211-54.2% | $4,869-51.0% |
| Participant deferral / active EE | $3,817 | $6,958-45.1% | $6,282-39.2% | $5,287-27.8% |
| Admin fee / account holder | $31 | $11,765-99.7% | $9,324-99.7% | $10,133-99.7% |