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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 | $22,596 | $227,399-90.1% | $189,758-88.1% | $198,609-88.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 21.36% | 61.03%-39.7pp | 52.62%-31.3pp | 202.70%-181.3pp |
| Employer contribution / active EE | $3,728 | $5,526-32.5% | $4,767-21.8% | $5,055-26.3% |
| Participant deferral / active EE | $3,572 | $6,837-47.8% | $5,856-39.0% | $6,977-48.8% |
| Admin fee / account holder | $259 | $25,162-99.0% | $20,388-98.7% | $19,030-98.6% |