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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 | $18,319 | $181,896-89.9% | $156,551-88.3% | $273,972-93.3% |
| Participation rate | 35.3% | 88.4%-53.1pp | 84.0%-48.7pp | 83.0%-47.7pp |
| Annual return | 9.14% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,922 | $6,248-69.2% | $5,501-65.1% | $4,869-60.5% |
| Participant deferral / active EE | $5,762 | $5,550+3.8% | $4,871+18.3% | $5,287+9.0% |
| Admin fee / account holder | $165 | $15,560-98.9% | $13,028-98.7% | $10,133-98.4% |