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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 | $23,607 | $76,564-69.2% | $105,582-77.6% | $94,015-74.9% |
| Participation rate | 66.0% | 65.2%+0.8pp | 71.8%-5.8pp | 70.8%-4.9pp |
| Annual return | 19.10% | 20.69%-1.6pp | 18.61%+0.5pp | 17.84%+1.3pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,515 | $3,320+5.9% | $4,353-19.3% | $4,249-17.3% |
| Admin fee / account holder | $25 | $7,129-99.7% | $12,856-99.8% | $8,951-99.7% |