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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 | $16,225 | $79,961-79.7% | $98,462-83.5% | $75,177-78.4% |
| Participation rate | 53.5% | 70.4%-16.9pp | 75.2%-21.7pp | 67.2%-13.7pp |
| Annual return | 33.14% | 19.75%+13.4pp | 21.17%+12.0pp | 160.75%-127.6pp |
| Employer contribution / active EE | $1,541 | $2,264-32.0% | $3,049-49.5% | $2,671-42.3% |
| Participant deferral / active EE | $3,300 | $3,753-12.1% | $4,738-30.4% | $4,126-20.0% |
| Admin fee / account holder | $115 | $6,842-98.3% | $8,875-98.7% | $5,651-98.0% |