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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 | $15,451 | $48,570-68.2% | $130,660-88.2% | $72,983-78.8% |
| Participation rate | 68.6% | 58.6%+10.0pp | 71.7%-3.2pp | 69.5%-0.9pp |
| Annual return | 19.76% | 38.63%-18.9pp | 1709.29%-1689.5pp | 81.01%-61.2pp |
| Employer contribution / active EE | $761 | $1,334-43.0% | $4,092-81.4% | $2,440-68.8% |
| Participant deferral / active EE | $1,098 | $2,384-53.9% | $3,603-69.5% | $3,608-69.6% |
| Admin fee / account holder | $238 | $3,549-93.3% | $5,463-95.6% | $5,124-95.3% |