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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 | $18,074 | $87,132-79.3% | $105,624-82.9% | $80,959-77.7% |
| Participation rate | 61.2% | 70.4%-9.2pp | 75.3%-14.0pp | 67.7%-6.4pp |
| Annual return | 12.40% | 17.03%-4.6pp | 116.20%-103.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,477 | $2,397-38.4% | $3,168-53.4% | $2,757-46.4% |
| Participant deferral / active EE | $2,384 | $3,985-40.2% | $5,013-52.4% | $4,300-44.6% |
| Admin fee / account holder | $138 | $8,449-98.4% | $10,961-98.7% | $6,925-98.0% |