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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 | $18,975 | $99,652-81.0% | $78,778-75.9% | $147,586-87.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 21.15% | 47.28%-26.1pp | 35.62%-14.5pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,925 | $2,796-31.1% | $1,986-3.1% | $4,876-60.5% |
| Participant deferral / active EE | $2,488 | $3,664-32.1% | $2,958-15.9% | $5,439-54.3% |
| Admin fee / account holder | $263 | $7,155-96.3% | $5,134-94.9% | $10,886-97.6% |