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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 | $29,065 | $136,307-78.7% | $177,840-83.7% | $73,493-60.5% |
| Participation rate | 66.7% | 86.1%-19.4pp | 87.7%-21.1pp | 70.7%-4.0pp |
| Annual return | 46.55% | 18.68%+27.9pp | 48.32%-1.8pp | 28.51%+18.0pp |
| Employer contribution / active EE | $2,256 | $3,712-39.2% | $5,919-61.9% | $2,270-0.6% |
| Participant deferral / active EE | $4,447 | $5,829-23.7% | $7,714-42.3% | $3,740+18.9% |
| Admin fee / account holder | $109 | $596-81.6% | $12,431-99.1% | $513-78.7% |