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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 | $87,060-79.2% | $105,591-82.9% | $80,911-77.7% |
| Participation rate | 61.2% | 70.4%-9.2pp | 75.3%-14.1pp | 67.6%-6.4pp |
| Annual return | 12.40% | 17.05%-4.7pp | 116.43%-104.0pp | 35.63%-23.2pp |
| Employer contribution / active EE | $1,477 | $2,396-38.4% | $3,166-53.4% | $2,756-46.4% |
| Participant deferral / active EE | $2,384 | $3,986-40.2% | $5,008-52.4% | $4,297-44.5% |
| Admin fee / account holder | $138 | $8,442-98.4% | $11,024-98.7% | $6,935-98.0% |