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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 | $18,772 | $228,352-91.8% | $185,835-89.9% | $158,966-88.2% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 31.69% | 40.81%-9.1pp | 35.96%-4.3pp | 302.95%-271.3pp |
| Employer contribution / active EE | $1,747 | $4,967-64.8% | $4,087-57.3% | $4,762-63.3% |
| Participant deferral / active EE | $8,600 | $6,416+34.0% | $5,633+52.7% | $5,983+43.7% |
| Admin fee / account holder | $24 | $11,867-99.8% | $9,502-99.8% | $11,250-99.8% |