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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 | $15,556 | $96,558-83.9% | $80,977-80.8% | $273,972-94.3% |
| Participation rate | 61.5% | 79.1%-17.5pp | 75.8%-14.3pp | 83.0%-21.5pp |
| Annual return | 23.09% | 15.14%+7.9pp | 17.11%+6.0pp | 41.46%-18.4pp |
| Employer contribution / active EE | $2,225 | $4,869-54.3% | $3,715-40.1% | $4,869-54.3% |
| Participant deferral / active EE | $4,518 | $6,598-31.5% | $5,696-20.7% | $5,287-14.5% |
| Admin fee / account holder | $167 | $7,493-97.8% | $5,517-97.0% | $10,133-98.4% |