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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 | $22,922 | $199,109-88.5% | $173,730-86.8% | $154,746-85.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 24.51% | 20.02%+4.5pp | 19.96%+4.6pp | 172.34%-147.8pp |
| Employer contribution / active EE | $1,343 | $5,311-74.7% | $4,577-70.7% | $4,379-69.3% |
| Participant deferral / active EE | $2,292 | $7,113-67.8% | $6,326-63.8% | $6,730-65.9% |
| Admin fee / account holder | $198 | $20,916-99.1% | $17,523-98.9% | $14,365-98.6% |