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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 | $21,271 | $65,041-67.3% | $90,965-76.6% | $79,858-73.4% |
| Participation rate | 67.9% | 61.6%+6.3pp | 69.0%-1.2pp | 69.6%-1.8pp |
| Annual return | 21.55% | 30.45%-8.9pp | 134.57%-113.0pp | 31.72%-10.2pp |
| Employer contribution / active EE | $2,424 | $1,247+94.3% | $2,122+14.2% | $2,471-1.9% |
| Participant deferral / active EE | $4,331 | $2,512+72.4% | $3,373+28.4% | $3,740+15.8% |
| Admin fee / account holder | $133 | $4,536-97.1% | $5,960-97.8% | $5,306-97.5% |