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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 | $22,049 | $181,896-87.9% | $156,551-85.9% | $273,972-92.0% |
| Participation rate | 63.2% | 88.4%-25.2pp | 84.0%-20.9pp | 83.0%-19.9pp |
| Annual return | 4.82% | 30.74%-25.9pp | 32.23%-27.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,485 | $6,248-76.2% | $5,501-73.0% | $4,869-69.5% |
| Participant deferral / active EE | $3,066 | $5,550-44.8% | $4,871-37.1% | $5,287-42.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |