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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 | $45,376 | $254,759-82.2% | $216,567-79.0% | $198,609-77.2% |
| Participation rate | 68.8% | 84.5%-15.8pp | 81.6%-12.9pp | 82.4%-13.6pp |
| Annual return | 18.58% | 10.04%+8.5pp | 12.94%+5.6pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,458 | $6,096-76.1% | $5,216-72.0% | $5,055-71.2% |
| Participant deferral / active EE | $4,235 | $6,948-39.1% | $6,191-31.6% | $6,977-39.3% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |