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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 | $26,902 | $138,386-80.6% | $184,260-85.4% | $80,935-66.8% |
| Participation rate | 55.2% | 83.9%-28.7pp | 86.8%-31.7pp | 67.7%-12.5pp |
| Annual return | 14.66% | 20.02%-5.4pp | 28.84%-14.2pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,533 | $4,851-68.4% | $6,427-76.1% | $2,757-44.4% |
| Participant deferral / active EE | $3,773 | $7,076-46.7% | $9,133-58.7% | $4,299-12.2% |
| Admin fee / account holder | $175 | $10,489-98.3% | $13,898-98.7% | $6,924-97.5% |