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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 | $13,717 | $113,338-87.9% | $94,993-85.6% | $147,586-90.7% |
| Participation rate | 45.0% | 78.0%-33.0pp | 73.9%-28.9pp | 82.8%-37.8pp |
| Annual return | 15.62% | 20.80%-5.2pp | 27.14%-11.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,090 | $3,160-65.5% | $2,603-58.1% | $4,876-77.7% |
| Participant deferral / active EE | $2,624 | $3,777-30.5% | $3,317-20.9% | $5,439-51.7% |
| Admin fee / account holder | $222 | $6,063-96.3% | $4,960-95.5% | $10,886-98.0% |