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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 | $15,740 | $65,361-75.9% | $92,903-83.1% | $72,983-78.4% |
| Participation rate | 51.1% | 68.3%-17.2pp | 76.0%-24.9pp | 69.5%-18.4pp |
| Annual return | 27.90% | 42.11%-14.2pp | 109.43%-81.5pp | 81.01%-53.1pp |
| Employer contribution / active EE | $1,205 | $2,594-53.6% | $3,653-67.0% | $2,440-50.6% |
| Participant deferral / active EE | $2,098 | $3,128-32.9% | $4,238-50.5% | $3,608-41.8% |
| Admin fee / account holder | $106 | $4,251-97.5% | $5,795-98.2% | $5,124-97.9% |