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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 | $22,430 | $180,028-87.5% | $138,135-83.8% | $158,950-85.9% |
| Participation rate | 62.5% | 82.2%-19.7pp | 78.7%-16.2pp | 82.0%-19.5pp |
| Annual return | 29.54% | 21.68%+7.9pp | 20.51%+9.0pp | 302.91%-273.4pp |
| Employer contribution / active EE | $1,838 | $7,470-75.4% | $5,587-67.1% | $4,762-61.4% |
| Participant deferral / active EE | $2,939 | $7,717-61.9% | $6,431-54.3% | $5,983-50.9% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,248-100.0% |