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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 | $20,468 | $57,828-64.6% | $117,039-82.5% | $70,124-70.8% |
| Participation rate | 40.0% | 67.1%-27.1pp | 77.2%-37.2pp | 69.5%-29.5pp |
| Annual return | 14.58% | 17.55%-3.0pp | 18.95%-4.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $667 | $1,816-63.3% | $3,785-82.4% | $2,342-71.5% |
| Participant deferral / active EE | $1,263 | $2,438-48.2% | $3,929-67.9% | $3,332-62.1% |
| Admin fee / account holder | $95 | $3,548-97.3% | $5,974-98.4% | $4,645-97.9% |