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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 | $22,107 | $135,956-83.7% | $123,894-82.2% | $273,972-91.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 6.19% | 56.63%-50.4pp | 47.52%-41.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,952 | $5,170-62.2% | $4,617-57.7% | $4,869-59.9% |
| Participant deferral / active EE | $2,755 | $6,343-56.6% | $5,984-54.0% | $5,287-47.9% |
| Admin fee / account holder | $34 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |