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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 | $9,987 | $215,361-95.4% | $171,082-94.2% | $273,972-96.4% |
| Participation rate | 56.3% | 82.0%-25.8pp | 76.7%-20.4pp | 83.0%-26.8pp |
| Annual return | 4.07% | 25.14%-21.1pp | 32.56%-28.5pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,290 | $4,967-74.0% | $4,002-67.8% | $4,869-73.5% |
| Participant deferral / active EE | $1,644 | $5,543-70.4% | $4,797-65.7% | $5,287-68.9% |
| Admin fee / account holder | $167 | $10,846-98.5% | $8,520-98.0% | $10,133-98.3% |