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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 | $21,875 | $93,589-76.6% | $135,942-83.9% | $75,181-70.9% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 67.2%-3.2pp |
| Annual return | 24.96% | 30.90%-5.9pp | 68.28%-43.3pp | 160.69%-135.7pp |
| Employer contribution / active EE | $1,852 | $3,537-47.7% | $4,858-61.9% | $2,671-30.7% |
| Participant deferral / active EE | $4,015 | $6,405-37.3% | $7,759-48.3% | $4,126-2.7% |
| Admin fee / account holder | $277 | $6,977-96.0% | $10,764-97.4% | $5,650-95.1% |