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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 | $18,489 | $77,896-76.3% | $134,172-86.2% | $82,448-77.6% |
| Participation rate | 62.3% | 62.8%-0.5pp | 72.5%-10.2pp | 68.1%-5.8pp |
| Annual return | 20.46% | 18.21%+2.2pp | 25.30%-4.8pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,385 | $2,159-35.8% | $3,420-59.5% | $2,551-45.7% |
| Participant deferral / active EE | $2,754 | $3,162-12.9% | $4,690-41.3% | $4,139-33.5% |
| Admin fee / account holder | $126 | $6,336-98.0% | $12,016-98.9% | $7,234-98.3% |