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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 | $19,863 | $106,864-81.4% | $147,318-86.5% | $82,637-76.0% |
| Participation rate | 62.9% | 75.5%-12.6pp | 82.1%-19.2pp | 68.1%-5.2pp |
| Annual return | 23.48% | 27.49%-4.0pp | 70.43%-47.0pp | 53.51%-30.0pp |
| Employer contribution / active EE | $1,402 | $3,417-59.0% | $4,593-69.5% | $2,552-45.1% |
| Participant deferral / active EE | $3,806 | $6,496-41.4% | $7,906-51.9% | $4,126-7.8% |
| Admin fee / account holder | $287 | $8,415-96.6% | $13,708-97.9% | $7,339-96.1% |