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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 | $14,818 | $76,551-80.6% | $123,894-88.0% | $62,881-76.4% |
| Participation rate | 55.0% | 73.0%-18.0pp | 81.4%-26.4pp | 69.3%-14.3pp |
| Annual return | 15.69% | 18.68%-3.0pp | 47.52%-31.8pp | 20.14%-4.5pp |
| Employer contribution / active EE | $1,390 | $2,882-51.8% | $4,617-69.9% | $2,281-39.1% |
| Participant deferral / active EE | $3,405 | $4,840-29.6% | $5,984-43.1% | $3,203+6.3% |
| Admin fee / account holder | $242 | $4,826-95.0% | $8,357-97.1% | $4,296-94.4% |