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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 | $18,415 | $97,550-81.1% | $120,344-84.7% | $87,485-79.0% |
| Participation rate | 61.1% | 72.8%-11.7pp | 76.7%-15.6pp | 68.9%-7.8pp |
| Annual return | 29.21% | 18.41%+10.8pp | 20.30%+8.9pp | 26.06%+3.2pp |
| Employer contribution / active EE | $774 | $2,291-66.2% | $3,020-74.4% | $2,596-70.2% |
| Participant deferral / active EE | $2,344 | $4,230-44.6% | $5,135-54.3% | $4,274-45.1% |
| Admin fee / account holder | $110 | $9,543-98.8% | $12,742-99.1% | $7,775-98.6% |