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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 | $18,741 | $127,387-85.3% | $115,038-83.7% | $125,389-85.1% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | 1.82% | 31.28%-29.5pp | 26.14%-24.3pp | 282.24%-280.4pp |
| Employer contribution / active EE | $1,500 | $5,166-71.0% | $4,608-67.4% | $4,866-69.2% |
| Participant deferral / active EE | $3,000 | $6,423-53.3% | $6,026-50.2% | $5,352-43.9% |
| Admin fee / account holder | $99 | $9,516-99.0% | $8,175-98.8% | $9,541-99.0% |