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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 | $25,070 | $152,460-83.6% | $118,746-78.9% | $147,586-83.0% |
| Participation rate | 60.9% | 82.3%-21.4pp | 78.3%-17.4pp | 82.8%-22.0pp |
| Annual return | 18.27% | 17.41%+0.9pp | 24.54%-6.3pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,719 | $5,046-65.9% | $4,193-59.0% | $4,876-64.8% |
| Participant deferral / active EE | $2,922 | $6,212-53.0% | $5,332-45.2% | $5,439-46.3% |
| Admin fee / account holder | $265 | $16,953-98.4% | $10,720-97.5% | $10,886-97.6% |