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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 | $22,348 | $67,602-66.9% | $82,312-72.8% | $70,126-68.1% |
| Participation rate | 60.4% | 72.8%-12.4pp | 76.9%-16.5pp | 69.5%-9.1pp |
| Annual return | 43.21% | 21.57%+21.6pp | 25.88%+17.3pp | 73.15%-29.9pp |
| Employer contribution / active EE | $936 | $1,755-46.7% | $2,428-61.5% | $2,343-60.1% |
| Participant deferral / active EE | $3,087 | $2,987+3.3% | $3,706-16.7% | $3,332-7.3% |
| Admin fee / account holder | $83 | $4,512-98.2% | $5,608-98.5% | $4,645-98.2% |