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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 | $15,570 | $157,829-90.1% | $136,867-88.6% | $198,609-92.2% |
| Participation rate | 40.0% | 77.2%-37.2pp | 74.5%-34.5pp | 82.4%-42.4pp |
| Annual return | 21.81% | 51.25%-29.4pp | 42.97%-21.2pp | 202.70%-180.9pp |
| Employer contribution / active EE | $1,058 | $3,923-73.0% | $3,547-70.2% | $5,055-79.1% |
| Participant deferral / active EE | $5,440 | $5,463-0.4% | $4,924+10.5% | $6,977-22.0% |
| Admin fee / account holder | $20 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |