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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 | $20,062 | $72,272-72.2% | $101,264-80.2% | $79,858-74.9% |
| Participation rate | 57.7% | 68.5%-10.8pp | 75.8%-18.1pp | 69.6%-11.9pp |
| Annual return | 26.46% | 22.30%+4.2pp | 46.48%-20.0pp | 31.72%-5.3pp |
| Employer contribution / active EE | $1,632 | $2,692-39.4% | $3,660-55.4% | $2,471-33.9% |
| Participant deferral / active EE | $3,644 | $3,282+11.0% | $4,370-16.6% | $3,740-2.6% |
| Admin fee / account holder | $178 | $4,401-95.9% | $5,947-97.0% | $5,306-96.6% |