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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 | $20,289 | $75,963-73.3% | $97,995-79.3% | $70,126-71.1% |
| Participation rate | 62.2% | 77.0%-14.8pp | 82.4%-20.2pp | 69.5%-7.4pp |
| Annual return | 22.73% | 19.26%+3.5pp | 23.94%-1.2pp | 73.15%-50.4pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,575 | $4,053-11.8% | $5,097-29.9% | $3,332+7.3% |
| Admin fee / account holder | $196 | $5,407-96.4% | $5,943-96.7% | $4,645-95.8% |