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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 | $28,472 | $162,785-82.5% | $133,959-78.7% | $158,950-82.1% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 22.40% | 41.94%-19.5pp | 45.09%-22.7pp | 302.91%-280.5pp |
| Employer contribution / active EE | $1,603 | $4,975-67.8% | $3,919-59.1% | $4,762-66.3% |
| Participant deferral / active EE | $2,864 | $5,910-51.5% | $5,047-43.3% | $5,983-52.1% |
| Admin fee / account holder | $9 | $11,738-99.9% | $8,928-99.9% | $11,248-99.9% |