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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 | $25,977 | $176,786-85.3% | $146,643-82.3% | $167,536-84.5% |
| Participation rate | 58.3% | 83.6%-25.3pp | 80.1%-21.7pp | 82.1%-23.8pp |
| Annual return | 29.22% | 24.04%+5.2pp | 22.75%+6.5pp | 478.82%-449.6pp |
| Employer contribution / active EE | $1,394 | $5,161-73.0% | $4,137-66.3% | $4,839-71.2% |
| Participant deferral / active EE | $3,696 | $6,440-42.6% | $5,506-32.9% | $6,342-41.7% |
| Admin fee / account holder | $2 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |