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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 | $26,500 | $176,838-85.0% | $146,685-81.9% | $167,518-84.2% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 11.70% | 24.04%-12.3pp | 22.75%-11.0pp | 478.71%-467.0pp |
| Employer contribution / active EE | $1,600 | $5,161-69.0% | $4,137-61.3% | $4,838-66.9% |
| Participant deferral / active EE | $4,707 | $6,441-26.9% | $5,507-14.5% | $6,342-25.8% |
| Admin fee / account holder | $87 | $13,262-99.3% | $10,281-99.2% | $12,312-99.3% |