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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 | $22,170 | $89,259-75.2% | $107,187-79.3% | $82,637-73.2% |
| Participation rate | 58.5% | 67.9%-9.5pp | 75.0%-16.6pp | 68.1%-9.6pp |
| Annual return | 18.45% | 21.02%-2.6pp | 204.55%-186.1pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,499 | $3,080-51.3% | $3,782-60.4% | $2,552-41.3% |
| Participant deferral / active EE | $4,075 | $4,037+0.9% | $5,096-20.0% | $4,126-1.2% |
| Admin fee / account holder | $223 | $7,381-97.0% | $9,162-97.6% | $7,339-97.0% |