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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 | $29,682 | $213,785-86.1% | $185,441-84.0% | $155,188-80.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 45.81% | 19.97%+25.8pp | 20.16%+25.6pp | 148.84%-103.0pp |
| Employer contribution / active EE | $1,943 | $5,393-64.0% | $4,672-58.4% | $4,248-54.3% |
| Participant deferral / active EE | $3,543 | $6,864-48.4% | $6,152-42.4% | $6,531-45.8% |
| Admin fee / account holder | $20 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |