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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 | $19,803 | $114,712-82.7% | $173,730-88.6% | $87,485-77.4% |
| Participation rate | 57.1% | 73.0%-15.9pp | 79.6%-22.4pp | 68.9%-11.8pp |
| Annual return | 22.89% | 20.18%+2.7pp | 19.96%+2.9pp | 26.06%-3.2pp |
| Employer contribution / active EE | $982 | $2,904-66.2% | $4,577-78.5% | $2,596-62.2% |
| Participant deferral / active EE | $2,193 | $4,642-52.8% | $6,326-65.3% | $4,274-48.7% |
| Admin fee / account holder | $104 | $10,210-99.0% | $17,523-99.4% | $7,775-98.7% |