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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 | $17,277 | $80,992-78.7% | $96,534-82.1% | $75,173-77.0% |
| Participation rate | 63.3% | 71.8%-8.5pp | 76.0%-12.7pp | 67.2%-3.9pp |
| Annual return | 20.23% | 27.05%-6.8pp | 25.88%-5.7pp | 160.72%-140.5pp |
| Employer contribution / active EE | $1,447 | $2,283-36.6% | $2,965-51.2% | $2,671-45.8% |
| Participant deferral / active EE | $4,796 | $3,929+22.1% | $4,851-1.1% | $4,126+16.2% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,253-100.0% | $5,651-100.0% |