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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 | $107,421-77.4% | $182,262-86.7% | $94,015-74.2% |
| Participation rate | 56.7% | 77.8%-21.1pp | 84.2%-27.5pp | 70.8%-14.2pp |
| Annual return | 17.87% | 21.32%-3.5pp | 140.60%-122.7pp | 17.84%0pp |
| Employer contribution / active EE | $741 | $3,448-78.5% | $5,046-85.3% | $2,790-73.4% |
| Participant deferral / active EE | $3,077 | $6,558-53.1% | $8,276-62.8% | $4,249-27.6% |
| Admin fee / account holder | $89 | $8,692-99.0% | $16,712-99.5% | $8,951-99.0% |