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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 | $21,085 | $78,682-73.2% | $109,188-80.7% | $85,851-75.4% |
| Participation rate | 69.2% | 68.3%+1.0pp | 75.9%-6.6pp | 69.3%-0.1pp |
| Annual return | 21.38% | 25.09%-3.7pp | 25.76%-4.4pp | 318.63%-297.3pp |
| Employer contribution / active EE | $1,478 | $2,734-45.9% | $3,723-60.3% | $2,565-42.4% |
| Participant deferral / active EE | $1,913 | $3,468-44.8% | $4,654-58.9% | $3,952-51.6% |
| Admin fee / account holder | $117 | $5,470-97.9% | $6,755-98.3% | $6,261-98.1% |