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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 | $23,240 | $177,156-86.9% | $147,027-84.2% | $154,746-85.0% |
| Participation rate | 63.2% | 79.4%-16.2pp | 73.7%-10.6pp | 80.7%-17.5pp |
| Annual return | 20.44% | 21.94%-1.5pp | 20.23%+0.2pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,483 | $4,336-42.7% | $3,626-31.5% | $4,379-43.3% |
| Participant deferral / active EE | $3,568 | $5,797-38.5% | $4,933-27.7% | $6,730-47.0% |
| Admin fee / account holder | $122 | $14,904-99.2% | $12,223-99.0% | $14,365-99.2% |