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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 | $19,335 | $73,978-73.9% | $96,515-80.0% | $75,173-74.3% |
| Participation rate | 34.2% | 66.4%-32.2pp | 74.3%-40.1pp | 67.2%-33.0pp |
| Annual return | 57.48% | 26.72%+30.8pp | 35.73%+21.7pp | 160.72%-103.2pp |
| Employer contribution / active EE | $1,749 | $2,931-40.3% | $3,740-53.2% | $2,671-34.5% |
| Participant deferral / active EE | $2,911 | $3,660-20.5% | $4,880-40.4% | $4,126-29.5% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |