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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 | $14,630 | $162,136-91.0% | $152,301-90.4% | $154,746-90.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 20.56% | 91.02%-70.5pp | 80.50%-59.9pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,628 | $4,890-66.7% | $4,624-64.8% | $4,379-62.8% |
| Participant deferral / active EE | $4,133 | $8,341-50.4% | $8,004-48.4% | $6,730-38.6% |
| Admin fee / account holder | $19 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |