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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 | $9,965 | $172,111-94.2% | $150,298-93.4% | $137,256-92.7% |
| Participation rate | 68.4% | 81.7%-13.3pp | 77.8%-9.3pp | 80.0%-11.5pp |
| Annual return | 26.71% | 69.37%-42.7pp | 62.79%-36.1pp | 220.34%-193.6pp |
| Employer contribution / active EE | $950 | $4,636-79.5% | $4,154-77.1% | $4,156-77.1% |
| Participant deferral / active EE | $3,087 | $6,166-49.9% | $5,453-43.4% | $6,407-51.8% |
| Admin fee / account holder | $201 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |