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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 | $31,942 | $114,712-72.2% | $173,730-81.6% | $87,485-63.5% |
| Participation rate | 59.3% | 73.0%-13.7pp | 79.6%-20.3pp | 68.9%-9.7pp |
| Annual return | 18.37% | 20.18%-1.8pp | 19.96%-1.6pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,163 | $2,904-25.5% | $4,577-52.7% | $2,596-16.7% |
| Participant deferral / active EE | $4,129 | $4,642-11.0% | $6,326-34.7% | $4,274-3.4% |
| Admin fee / account holder | $266 | $10,210-97.4% | $17,523-98.5% | $7,775-96.6% |