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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 | $24,815 | $98,766-74.9% | $149,730-83.4% | $79,852-68.9% |
| Participation rate | 65.0% | 75.8%-10.8pp | 82.5%-17.5pp | 69.6%-4.6pp |
| Annual return | 27.79% | 27.43%+0.4pp | 276.70%-248.9pp | 31.72%-3.9pp |
| Employer contribution / active EE | $3,087 | $3,217-4.0% | $4,645-33.5% | $2,471+24.9% |
| Participant deferral / active EE | $4,236 | $5,681-25.4% | $6,843-38.1% | $3,740+13.2% |
| Admin fee / account holder | $28 | $6,052-99.5% | $9,310-99.7% | $5,306-99.5% |