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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 | $184,014-87.5% | $161,149-85.8% | $138,895-83.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 24.51% | 21.52%+3.0pp | 21.16%+3.4pp | 145.39%-120.9pp |
| Employer contribution / active EE | $1,343 | $5,055-73.4% | $4,360-69.2% | $4,194-68.0% |
| Participant deferral / active EE | $2,292 | $6,909-66.8% | $6,153-62.7% | $6,396-64.2% |
| Admin fee / account holder | $198 | $18,027-98.9% | $15,194-98.7% | $12,562-98.4% |