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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 | $33,296 | $109,359-69.6% | $162,177-79.5% | $72,975-54.4% |
| Participation rate | 51.3% | 84.3%-33.0pp | 87.6%-36.3pp | 69.5%-18.2pp |
| Annual return | 35.00% | 25.46%+9.5pp | 115.60%-80.6pp | 81.01%-46.0pp |
| Employer contribution / active EE | $2,791 | $3,907-28.6% | $5,613-50.3% | $2,440+14.4% |
| Participant deferral / active EE | $4,325 | $5,481-21.1% | $7,297-40.7% | $3,608+19.9% |
| Admin fee / account holder | $144 | $7,972-98.2% | $10,843-98.7% | $5,124-97.2% |