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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 | $22,563 | $83,485-73.0% | $125,180-82.0% | $72,983-69.1% |
| Participation rate | 61.3% | 73.3%-12.0pp | 79.8%-18.5pp | 69.5%-8.2pp |
| Annual return | 22.84% | 25.78%-2.9pp | 43.79%-21.0pp | 81.01%-58.2pp |
| Employer contribution / active EE | $976 | $2,346-58.4% | $3,866-74.7% | $2,440-60.0% |
| Participant deferral / active EE | $4,555 | $3,586+27.0% | $4,937-7.7% | $3,608+26.3% |
| Admin fee / account holder | $213 | $5,518-96.1% | $9,703-97.8% | $5,124-95.9% |