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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 | $24,560 | $181,896-86.5% | $156,551-84.3% | $273,972-91.0% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 10.10% | 30.74%-20.6pp | 32.23%-22.1pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,331 | $6,248-78.7% | $5,501-75.8% | $4,869-72.7% |
| Participant deferral / active EE | $1,973 | $5,550-64.5% | $4,871-59.5% | $5,287-62.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |