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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 | $16,867 | $65,361-74.2% | $92,903-81.8% | $72,983-76.9% |
| Participation rate | 44.3% | 68.3%-24.1pp | 76.0%-31.7pp | 69.5%-25.2pp |
| Annual return | 39.47% | 42.11%-2.6pp | 109.43%-70.0pp | 81.01%-41.5pp |
| Employer contribution / active EE | $1,573 | $2,594-39.4% | $3,653-56.9% | $2,440-35.5% |
| Participant deferral / active EE | $3,170 | $3,128+1.3% | $4,238-25.2% | $3,608-12.1% |
| Admin fee / account holder | $230 | $4,251-94.6% | $5,795-96.0% | $5,124-95.5% |