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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 | $22,075 | $181,896-87.9% | $156,551-85.9% | $273,972-91.9% |
| Participation rate | 35.0% | 88.4%-53.4pp | 84.0%-49.0pp | 83.0%-48.0pp |
| Annual return | 13.43% | 30.74%-17.3pp | 32.23%-18.8pp | 41.46%-28.0pp |
| Employer contribution / active EE | $1,455 | $6,248-76.7% | $5,501-73.6% | $4,869-70.1% |
| Participant deferral / active EE | $1,977 | $5,550-64.4% | $4,871-59.4% | $5,287-62.6% |
| Admin fee / account holder | $18 | $15,560-99.9% | $13,028-99.9% | $10,133-99.8% |