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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 | $15,329 | $156,398-90.2% | $147,318-89.6% | $138,895-89.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 20.70% | 78.75%-58.0pp | 70.43%-49.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $3,444 | $4,853-29.0% | $4,593-25.0% | $4,194-17.9% |
| Participant deferral / active EE | $3,699 | $8,237-55.1% | $7,906-53.2% | $6,396-42.2% |
| Admin fee / account holder | $57 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |