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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 | $14,635 | $73,978-80.2% | $96,515-84.8% | $75,173-80.5% |
| Participation rate | 34.3% | 66.4%-32.1pp | 74.3%-40.1pp | 67.2%-32.9pp |
| Annual return | 29.56% | 26.72%+2.8pp | 35.73%-6.2pp | 160.72%-131.2pp |
| Employer contribution / active EE | $1,046 | $2,931-64.3% | $3,740-72.0% | $2,671-60.9% |
| Participant deferral / active EE | $1,901 | $3,660-48.1% | $4,880-61.0% | $4,126-53.9% |
| Admin fee / account holder | $284 | $5,219-94.6% | $6,735-95.8% | $5,651-95.0% |