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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 | $15,065 | $103,393-85.4% | $87,103-82.7% | $152,909-90.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 31.70% | 28.10%+3.6pp | 28.19%+3.5pp | 345.46%-313.8pp |
| Employer contribution / active EE | $1,823 | $3,221-43.4% | $2,521-27.7% | $4,764-61.7% |
| Participant deferral / active EE | $3,205 | $4,778-32.9% | $4,049-20.8% | $5,851-45.2% |
| Admin fee / account holder | $45 | $12,195-99.6% | $7,491-99.4% | $11,601-99.6% |