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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 | $15,405 | $106,923-85.6% | $84,023-81.7% | $152,909-89.9% |
| Participation rate | 46.2% | 75.3%-29.1pp | 69.0%-22.9pp | 82.5%-36.3pp |
| Annual return | 31.82% | 105.02%-73.2pp | 71.32%-39.5pp | 345.46%-313.6pp |
| Employer contribution / active EE | $1,040 | $2,735-62.0% | $1,984-47.6% | $4,764-78.2% |
| Participant deferral / active EE | $1,353 | $4,013-66.3% | $3,239-58.2% | $5,851-76.9% |
| Admin fee / account holder | $117 | $8,289-98.6% | $6,102-98.1% | $11,601-99.0% |