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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 | $18,134 | $76,551-76.3% | $123,894-85.4% | $62,881-71.2% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 22.75% | 18.68%+4.1pp | 47.52%-24.8pp | 20.14%+2.6pp |
| Employer contribution / active EE | $1,831 | $2,882-36.5% | $4,617-60.3% | $2,281-19.7% |
| Participant deferral / active EE | $3,308 | $4,840-31.7% | $5,984-44.7% | $3,203+3.3% |
| Admin fee / account holder | $14 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |