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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 | $197,936 | $385,501-48.7% | $350,496-43.5% | $248,183-20.2% |
| Participation rate | 50.0% | 44.6%+5.4pp | 31.4%+18.6pp | 45.9%+4.1pp |
| Annual return | 5.69% | 13.23%-7.5pp | 12.88%-7.2pp | 10.21%-4.5pp |
| Employer contribution / active EE | $32,933 | $45,589-27.8% | $40,010-17.7% | $42,272-22.1% |
| Participant deferral / active EE | $0 | $72-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,618-100.0% | $7,226-100.0% | $13,518-100.0% |