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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 | $17,645 | $135,956-87.0% | $123,894-85.8% | $273,970-93.6% |
| Participation rate | 55.0% | 84.1%-29.1pp | 81.4%-26.4pp | 83.0%-28.0pp |
| Annual return | 33.20% | 56.63%-23.4pp | 47.52%-14.3pp | 41.46%-8.3pp |
| Employer contribution / active EE | $2,676 | $5,170-48.2% | $4,617-42.0% | $4,869-45.0% |
| Participant deferral / active EE | $6,190 | $6,343-2.4% | $5,984+3.4% | $5,287+17.1% |
| Admin fee / account holder | $164 | $9,817-98.3% | $8,357-98.0% | $10,132-98.4% |