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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 | $23,099 | $78,707-70.7% | $117,861-80.4% | $70,126-67.1% |
| Participation rate | 47.4% | 73.2%-25.8pp | 79.7%-32.3pp | 69.5%-22.2pp |
| Annual return | 22.16% | 23.30%-1.1pp | 335.11%-312.9pp | 73.15%-51.0pp |
| Employer contribution / active EE | $3,114 | $2,223+40.1% | $3,786-17.7% | $2,343+32.9% |
| Participant deferral / active EE | $2,758 | $3,297-16.4% | $4,482-38.5% | $3,332-17.2% |
| Admin fee / account holder | $70 | $5,066-98.6% | $8,021-99.1% | $4,645-98.5% |