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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 | $25,514 | $199,109-87.2% | $173,730-85.3% | $154,746-83.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 19.42% | 20.02%-0.6pp | 19.96%-0.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,469 | $7,113+75.3% | $6,326+97.1% | $6,730+85.3% |
| Admin fee / account holder | $112 | $20,916-99.5% | $17,523-99.4% | $14,365-99.2% |