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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 | $24,748 | $59,220-58.2% | $96,572-74.4% | $79,389-68.8% |
| Participation rate | 43.2% | 61.9%-18.7pp | 69.8%-26.6pp | 70.7%-27.5pp |
| Annual return | 153.60% | 27.08%+126.5pp | 37.79%+115.8pp | 116.89%+36.7pp |
| Employer contribution / active EE | $970 | $1,216-20.3% | $2,357-58.9% | $2,428-60.1% |
| Participant deferral / active EE | $2,209 | $2,948-25.1% | $3,850-42.6% | $4,046-45.4% |
| Admin fee / account holder | $82 | $659-87.6% | $6,183-98.7% | $626-87.0% |