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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 | $174,379-94.3% | $152,093-93.4% | $138,895-92.8% |
| Participation rate | 68.4% | 81.6%-13.2pp | 77.8%-9.3pp | 79.9%-11.5pp |
| Annual return | 26.71% | 74.86%-48.2pp | 66.36%-39.7pp | 145.39%-118.7pp |
| Employer contribution / active EE | $950 | $4,652-79.6% | $4,175-77.2% | $4,194-77.3% |
| Participant deferral / active EE | $3,087 | $6,159-49.9% | $5,451-43.4% | $6,396-51.7% |
| Admin fee / account holder | $201 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |