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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 | $17,666 | $76,551-76.9% | $123,894-85.7% | $62,881-71.9% |
| Participation rate | 67.9% | 73.0%-5.1pp | 81.4%-13.6pp | 69.3%-1.4pp |
| Annual return | 34.15% | 18.68%+15.5pp | 47.52%-13.4pp | 20.14%+14.0pp |
| Employer contribution / active EE | $1,692 | $2,882-41.3% | $4,617-63.4% | $2,281-25.8% |
| Participant deferral / active EE | $2,513 | $4,840-48.1% | $5,984-58.0% | $3,203-21.5% |
| Admin fee / account holder | $25 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |