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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 | $20,147 | $54,368-62.9% | $117,039-82.8% | $62,293-67.7% |
| Participation rate | 35.2% | 64.9%-29.7pp | 77.2%-42.0pp | 69.5%-34.3pp |
| Annual return | 34.20% | 21.77%+12.4pp | 18.95%+15.3pp | 28.90%+5.3pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,182 | $2,269+84.4% | $3,929+6.4% | $3,169+32.0% |
| Admin fee / account holder | $61 | $493-87.7% | $5,974-99.0% | $479-87.3% |