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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 | $20,234 | $93,063-78.3% | $153,476-86.8% | $80,911-75.0% |
| Participation rate | 46.7% | 69.0%-22.3pp | 77.1%-30.4pp | 67.6%-21.0pp |
| Annual return | 17.86% | 19.95%-2.1pp | 15.66%+2.2pp | 35.63%-17.8pp |
| Employer contribution / active EE | $1,940 | $3,507-44.7% | $5,038-61.5% | $2,756-29.6% |
| Participant deferral / active EE | $2,305 | $5,180-55.5% | $6,759-65.9% | $4,297-46.4% |
| Admin fee / account holder | $0 | $8,891-100.0% | $12,729-100.0% | $6,935-100.0% |