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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 | $12,316 | $104,251-88.2% | $91,004-86.5% | $147,585-91.7% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 17.78% | 27.06%-9.3pp | 4.60%+13.2pp | 578.58%-560.8pp |
| Employer contribution / active EE | $1,233 | $3,116-60.4% | $2,456-49.8% | $4,876-74.7% |
| Participant deferral / active EE | $1,233 | $4,195-70.6% | $3,548-65.2% | $5,439-77.3% |
| Admin fee / account holder | $40 | $8,948-99.6% | $5,417-99.3% | $10,886-99.6% |