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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 | $14,825 | $99,994-85.2% | $146,643-89.9% | $85,847-82.7% |
| Participation rate | 68.1% | 73.1%-5.0pp | 80.1%-12.0pp | 69.3%-1.2pp |
| Annual return | 15.81% | 18.93%-3.1pp | 22.75%-6.9pp | 318.61%-302.8pp |
| Employer contribution / active EE | $1,774 | $2,559-30.7% | $4,137-57.1% | $2,565-30.8% |
| Participant deferral / active EE | $2,890 | $4,006-27.9% | $5,506-47.5% | $3,952-26.9% |
| Admin fee / account holder | $220 | $7,703-97.1% | $10,280-97.9% | $6,261-96.5% |