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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 | $19,225 | $98,776-80.5% | $149,745-87.2% | $79,856-75.9% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.5%-20.9pp | 69.6%-8.1pp |
| Annual return | 21.95% | 27.38%-5.4pp | 276.72%-254.8pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,261 | $3,217-29.7% | $4,646-51.3% | $2,471-8.5% |
| Participant deferral / active EE | $3,424 | $5,681-39.7% | $6,843-50.0% | $3,741-8.5% |
| Admin fee / account holder | $37 | $6,053-99.4% | $9,312-99.6% | $5,306-99.3% |