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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 | $30,135 | $123,793-75.7% | $177,840-83.1% | $79,852-62.3% |
| Participation rate | 64.1% | 84.7%-20.6pp | 87.7%-23.6pp | 69.6%-5.5pp |
| Annual return | 44.19% | 22.82%+21.4pp | 48.32%-4.1pp | 31.72%+12.5pp |
| Employer contribution / active EE | $3,472 | $4,095-15.2% | $5,919-41.3% | $2,471+40.5% |
| Participant deferral / active EE | $5,681 | $5,956-4.6% | $7,714-26.4% | $3,740+51.9% |
| Admin fee / account holder | $171 | $7,243-97.6% | $12,431-98.6% | $5,306-96.8% |