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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 | $19,143 | $81,504-76.5% | $102,437-81.3% | $80,959-76.4% |
| Participation rate | 60.6% | 66.9%-6.2pp | 74.5%-13.9pp | 67.7%-7.1pp |
| Annual return | 16.34% | 25.60%-9.3pp | 24.95%-8.6pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,440 | $3,104-53.6% | $3,871-62.8% | $2,757-47.8% |
| Participant deferral / active EE | $3,106 | $3,871-19.8% | $5,060-38.6% | $4,300-27.8% |
| Admin fee / account holder | $237 | $6,719-96.5% | $8,388-97.2% | $6,925-96.6% |