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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 | $16,049 | $64,359-75.1% | $90,161-82.2% | $70,126-77.1% |
| Participation rate | 68.8% | 70.4%-1.7pp | 76.9%-8.1pp | 69.5%-0.8pp |
| Annual return | 21.33% | 28.13%-6.8pp | 34.89%-13.6pp | 73.15%-51.8pp |
| Employer contribution / active EE | $1,747 | $2,046-14.6% | $3,318-47.4% | $2,343-25.4% |
| Participant deferral / active EE | $2,638 | $4,389-39.9% | $5,287-50.1% | $3,332-20.8% |
| Admin fee / account holder | $251 | $3,945-93.6% | $5,943-95.8% | $4,645-94.6% |