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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 | $16,289 | $76,551-78.7% | $123,894-86.9% | $62,881-74.1% |
| Participation rate | 57.6% | 73.0%-15.4pp | 81.4%-23.8pp | 69.3%-11.7pp |
| Annual return | 14.93% | 18.68%-3.7pp | 47.52%-32.6pp | 20.14%-5.2pp |
| Employer contribution / active EE | $1,160 | $2,882-59.8% | $4,617-74.9% | $2,281-49.2% |
| Participant deferral / active EE | $2,839 | $4,840-41.3% | $5,984-52.6% | $3,203-11.4% |
| Admin fee / account holder | $135 | $4,826-97.2% | $8,357-98.4% | $4,296-96.9% |