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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 | $21,179 | $201,344-89.5% | $184,243-88.5% | $145,877-85.5% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 12.14% | 29.01%-16.9pp | 28.82%-16.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,629 | $7,022-62.6% | $6,427-59.1% | $4,663-43.6% |
| Participant deferral / active EE | $5,414 | $9,807-44.8% | $9,132-40.7% | $6,691-19.1% |
| Admin fee / account holder | $38 | $16,382-99.8% | $13,914-99.7% | $13,402-99.7% |