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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 | $25,296 | $64,909-61.0% | $82,313-69.3% | $62,293-59.4% |
| Participation rate | 61.9% | 74.9%-12.9pp | 76.9%-14.9pp | 69.5%-7.6pp |
| Annual return | 17.78% | 21.18%-3.4pp | 25.88%-8.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,181 | $1,676-29.5% | $2,428-51.3% | $2,042-42.1% |
| Participant deferral / active EE | $1,586 | $3,103-48.9% | $3,706-57.2% | $3,169-50.0% |
| Admin fee / account holder | $80 | $440-81.8% | $5,608-98.6% | $479-83.3% |