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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 | $21,583 | $80,992-73.4% | $96,534-77.6% | $75,173-71.3% |
| Participation rate | 63.0% | 71.8%-8.8pp | 76.0%-13.0pp | 67.2%-4.2pp |
| Annual return | 125.27% | 27.05%+98.2pp | 25.88%+99.4pp | 160.72%-35.4pp |
| Employer contribution / active EE | $2,480 | $2,283+8.6% | $2,965-16.4% | $2,671-7.2% |
| Participant deferral / active EE | $3,879 | $3,929-1.3% | $4,851-20.0% | $4,126-6.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,253-100.0% | $5,651-100.0% |