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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 | $16,849 | $56,894-70.4% | $84,753-80.1% | $62,881-73.2% |
| Participation rate | 38.3% | 68.5%-30.2pp | 76.6%-38.3pp | 69.3%-31.0pp |
| Annual return | 10.88% | 6.30%+4.6pp | 22.78%-11.9pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,422 | $2,400-40.7% | $3,574-60.2% | $2,281-37.6% |
| Participant deferral / active EE | $1,821 | $2,709-32.8% | $3,712-51.0% | $3,203-43.2% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |