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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 | $24,233 | $108,825-77.7% | $156,181-84.5% | $82,448-70.6% |
| Participation rate | 52.0% | 72.4%-20.4pp | 78.8%-26.8pp | 68.1%-16.1pp |
| Annual return | 19.14% | 20.59%-1.4pp | 64.87%-45.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $896 | $2,870-68.8% | $4,294-79.1% | $2,551-64.9% |
| Participant deferral / active EE | $2,441 | $4,577-46.7% | $6,132-60.2% | $4,139-41.0% |
| Admin fee / account holder | $18 | $9,341-99.8% | $14,586-99.9% | $7,234-99.8% |