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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 | $40,651 | $104,098-60.9% | $140,514-71.1% | $94,015-56.8% |
| Participation rate | 68.8% | 73.7%-5.0pp | 77.8%-9.0pp | 70.8%-2.1pp |
| Annual return | 16.92% | 15.14%+1.8pp | 14.36%+2.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $1,514 | $2,388-36.6% | $3,378-55.2% | $2,790-45.7% |
| Participant deferral / active EE | $4,955 | $4,033+22.9% | $4,919+0.7% | $4,249+16.6% |
| Admin fee / account holder | $173 | $10,439-98.3% | $13,697-98.7% | $8,951-98.1% |