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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 | $18,251 | $165,381-89.0% | $149,730-87.8% | $158,966-88.5% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 27.44% | 348.29%-320.9pp | 276.70%-249.3pp | 302.95%-275.5pp |
| Employer contribution / active EE | $1,184 | $5,104-76.8% | $4,645-74.5% | $4,762-75.1% |
| Participant deferral / active EE | $3,042 | $7,182-57.7% | $6,843-55.5% | $5,983-49.2% |
| Admin fee / account holder | $44 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |