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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 | $28,219 | $78,707-64.1% | $117,861-76.1% | $70,126-59.8% |
| Participation rate | 35.6% | 73.2%-37.6pp | 79.7%-44.1pp | 69.5%-33.9pp |
| Annual return | 34.39% | 23.30%+11.1pp | 335.11%-300.7pp | 73.15%-38.8pp |
| Employer contribution / active EE | $1,472 | $2,223-33.8% | $3,786-61.1% | $2,343-37.2% |
| Participant deferral / active EE | $2,242 | $3,297-32.0% | $4,482-50.0% | $3,332-32.7% |
| Admin fee / account holder | $115 | $5,066-97.7% | $8,021-98.6% | $4,645-97.5% |