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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 | $14,961 | $89,259-83.2% | $107,187-86.0% | $82,637-81.9% |
| Participation rate | 68.8% | 67.9%+0.8pp | 75.0%-6.3pp | 68.1%+0.7pp |
| Annual return | 29.07% | 21.02%+8.0pp | 204.55%-175.5pp | 53.51%-24.4pp |
| Employer contribution / active EE | $2,127 | $3,080-30.9% | $3,782-43.8% | $2,552-16.7% |
| Participant deferral / active EE | $2,878 | $4,037-28.7% | $5,096-43.5% | $4,126-30.2% |
| Admin fee / account holder | $224 | $7,381-97.0% | $9,162-97.6% | $7,339-97.0% |