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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 | $24,233 | $114,712-78.9% | $173,730-86.1% | $87,485-72.3% |
| Participation rate | 52.0% | 73.0%-21.0pp | 79.6%-27.6pp | 68.9%-16.9pp |
| Annual return | 19.14% | 20.18%-1.0pp | 19.96%-0.8pp | 26.06%-6.9pp |
| Employer contribution / active EE | $896 | $2,904-69.1% | $4,577-80.4% | $2,596-65.5% |
| Participant deferral / active EE | $2,441 | $4,642-47.4% | $6,326-61.4% | $4,274-42.9% |
| Admin fee / account holder | $18 | $10,210-99.8% | $17,523-99.9% | $7,775-99.8% |