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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 | $23,877 | $80,992-70.5% | $96,534-75.3% | $75,173-68.2% |
| Participation rate | 51.4% | 71.8%-20.4pp | 76.0%-24.6pp | 67.2%-15.8pp |
| Annual return | 24.22% | 27.05%-2.8pp | 25.88%-1.7pp | 160.72%-136.5pp |
| Employer contribution / active EE | $989 | $2,283-56.7% | $2,965-66.7% | $2,671-63.0% |
| Participant deferral / active EE | $5,316 | $3,929+35.3% | $4,851+9.6% | $4,126+28.8% |
| Admin fee / account holder | $52 | $6,717-99.2% | $8,253-99.4% | $5,651-99.1% |