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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 | $17,938 | $73,978-75.8% | $96,515-81.4% | $75,173-76.1% |
| Participation rate | 43.2% | 66.4%-23.2pp | 74.3%-31.1pp | 67.2%-24.0pp |
| Annual return | 33.28% | 26.72%+6.6pp | 35.73%-2.4pp | 160.72%-127.4pp |
| Employer contribution / active EE | $2,337 | $2,931-20.2% | $3,740-37.5% | $2,671-12.5% |
| Participant deferral / active EE | $3,752 | $3,660+2.5% | $4,880-23.1% | $4,126-9.1% |
| Admin fee / account holder | $115 | $5,219-97.8% | $6,735-98.3% | $5,651-98.0% |