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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 | $24,001 | $91,559-73.8% | $133,978-82.1% | $79,856-69.9% |
| Participation rate | 57.7% | 73.3%-15.7pp | 79.8%-22.2pp | 69.6%-11.9pp |
| Annual return | 21.69% | 61.85%-40.2pp | 45.10%-23.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,225 | $2,384-48.6% | $3,919-68.7% | $2,471-50.4% |
| Participant deferral / active EE | $4,543 | $3,734+21.7% | $5,047-10.0% | $3,741+21.5% |
| Admin fee / account holder | $274 | $6,321-95.7% | $8,930-96.9% | $5,306-94.8% |