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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 | $23,769 | $98,776-75.9% | $149,745-84.1% | $79,856-70.2% |
| Participation rate | 68.5% | 75.8%-7.3pp | 82.5%-14.0pp | 69.6%-1.1pp |
| Annual return | 24.38% | 27.38%-3.0pp | 276.72%-252.3pp | 31.71%-7.3pp |
| Employer contribution / active EE | $1,221 | $3,217-62.0% | $4,646-73.7% | $2,471-50.6% |
| Participant deferral / active EE | $3,577 | $5,681-37.0% | $6,843-47.7% | $3,741-4.4% |
| Admin fee / account holder | $211 | $6,053-96.5% | $9,312-97.7% | $5,306-96.0% |