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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 | $10,044 | $110,379-90.9% | $102,412-90.2% | $145,884-93.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 22.44% | 24.84%-2.4pp | 24.94%-2.5pp | 551.85%-529.4pp |
| Employer contribution / active EE | $982 | $4,216-76.7% | $3,870-74.6% | $4,662-78.9% |
| Participant deferral / active EE | $2,603 | $5,622-53.7% | $5,060-48.6% | $6,690-61.1% |
| Admin fee / account holder | $27 | $9,745-99.7% | $8,388-99.7% | $13,392-99.8% |