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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 | $14,318 | $76,834-81.4% | $108,359-86.8% | $87,485-83.6% |
| Participation rate | 33.3% | 61.7%-28.4pp | 70.1%-36.8pp | 68.9%-35.6pp |
| Annual return | 23.67% | 19.09%+4.6pp | 36.89%-13.2pp | 26.06%-2.4pp |
| Employer contribution / active EE | $1,069 | $1,556-31.3% | $2,399-55.4% | $2,596-58.8% |
| Participant deferral / active EE | $1,473 | $3,100-52.5% | $4,137-64.4% | $4,274-65.5% |
| Admin fee / account holder | $14 | $6,537-99.8% | $9,741-99.9% | $7,775-99.8% |