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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 | $18,001 | $81,504-77.9% | $102,437-82.4% | $80,959-77.8% |
| Participation rate | 35.0% | 66.9%-31.9pp | 74.5%-39.5pp | 67.7%-32.7pp |
| Annual return | 17.48% | 25.60%-8.1pp | 24.95%-7.5pp | 35.67%-18.2pp |
| Employer contribution / active EE | $1,508 | $3,104-51.4% | $3,871-61.0% | $2,757-45.3% |
| Participant deferral / active EE | $3,480 | $3,871-10.1% | $5,060-31.2% | $4,300-19.1% |
| Admin fee / account holder | $180 | $6,719-97.3% | $8,388-97.9% | $6,925-97.4% |