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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 | $28,818 | $101,798-71.7% | $165,071-82.5% | $80,935-64.4% |
| Participation rate | 68.6% | 71.8%-3.3pp | 78.6%-10.1pp | 67.7%+0.9pp |
| Annual return | 15.25% | 16.73%-1.5pp | 70.17%-54.9pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,748 | $2,954-40.8% | $4,347-59.8% | $2,757-36.6% |
| Participant deferral / active EE | $2,639 | $4,476-41.0% | $6,035-56.3% | $4,299-38.6% |
| Admin fee / account holder | $18 | $8,221-99.8% | $12,695-99.9% | $6,924-99.7% |