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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 | $17,435 | $184,014-90.5% | $161,149-89.2% | $138,895-87.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 23.88% | 21.52%+2.4pp | 21.16%+2.7pp | 145.39%-121.5pp |
| Employer contribution / active EE | $1,871 | $5,055-63.0% | $4,360-57.1% | $4,194-55.4% |
| Participant deferral / active EE | $2,122 | $6,909-69.3% | $6,153-65.5% | $6,396-66.8% |
| Admin fee / account holder | $7 | $18,027-100.0% | $15,194-100.0% | $12,562-99.9% |