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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 | $14,210 | $63,365-77.6% | $91,994-84.6% | $72,975-80.5% |
| Participation rate | 62.8% | 72.5%-9.7pp | 78.6%-15.8pp | 69.5%-6.7pp |
| Annual return | 38.20% | 35.35%+2.9pp | 69.04%-30.8pp | 81.01%-42.8pp |
| Employer contribution / active EE | $2,562 | $2,116+21.1% | $3,453-25.8% | $2,440+5.0% |
| Participant deferral / active EE | $4,225 | $4,883-13.5% | $5,924-28.7% | $3,608+17.1% |
| Admin fee / account holder | $244 | $4,670-94.8% | $7,744-96.8% | $5,124-95.2% |