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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 | $14,445 | $70,486-79.5% | $100,528-85.6% | $79,852-81.9% |
| Participation rate | 60.0% | 73.6%-13.6pp | 79.4%-19.4pp | 69.6%-9.6pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,601 | $2,165+20.2% | $3,419-23.9% | $2,471+5.3% |
| Participant deferral / active EE | $5,453 | $5,182+5.2% | $6,271-13.0% | $3,740+45.8% |
| Admin fee / account holder | $242 | $4,480-94.6% | $8,084-97.0% | $5,306-95.4% |