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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 | $13,007 | $76,551-83.0% | $123,894-89.5% | $62,881-79.3% |
| Participation rate | 63.2% | 73.0%-9.8pp | 81.4%-18.3pp | 69.3%-6.1pp |
| Annual return | 14.66% | 18.68%-4.0pp | 47.52%-32.9pp | 20.14%-5.5pp |
| Employer contribution / active EE | $1,358 | $2,882-52.9% | $4,617-70.6% | $2,281-40.4% |
| Participant deferral / active EE | $3,966 | $4,840-18.1% | $5,984-33.7% | $3,203+23.8% |
| Admin fee / account holder | $47 | $4,826-99.0% | $8,357-99.4% | $4,296-98.9% |