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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 | $19,949 | $81,446-75.5% | $103,374-80.7% | $80,874-75.3% |
| Participation rate | 46.2% | 66.9%-20.7pp | 74.5%-28.4pp | 67.6%-21.5pp |
| Annual return | 19.07% | 25.57%-6.5pp | 24.89%-5.8pp | 35.62%-16.5pp |
| Employer contribution / active EE | $1,589 | $3,107-48.9% | $3,869-58.9% | $2,756-42.3% |
| Participant deferral / active EE | $3,636 | $3,870-6.1% | $5,058-28.1% | $4,297-15.4% |
| Admin fee / account holder | $127 | $6,715-98.1% | $8,394-98.5% | $6,935-98.2% |