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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 | $19,672 | $60,349-67.4% | $74,184-73.5% | $62,881-68.7% |
| Participation rate | 64.9% | 72.7%-7.9pp | 76.6%-11.8pp | 69.3%-4.4pp |
| Annual return | 24.96% | 21.38%+3.6pp | 17.74%+7.2pp | 20.14%+4.8pp |
| Employer contribution / active EE | $1,819 | $1,680+8.3% | $2,370-23.2% | $2,281-20.2% |
| Participant deferral / active EE | $4,039 | $2,856+41.4% | $3,550+13.8% | $3,203+26.1% |
| Admin fee / account holder | $277 | $4,261-93.5% | $5,586-95.0% | $4,296-93.5% |