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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 | $9,937 | $174,379-94.3% | $152,093-93.5% | $138,895-92.8% |
| Participation rate | 64.7% | 81.6%-16.9pp | 77.8%-13.1pp | 79.9%-15.2pp |
| Annual return | 29.03% | 74.86%-45.8pp | 66.36%-37.3pp | 145.39%-116.4pp |
| Employer contribution / active EE | $1,088 | $4,652-76.6% | $4,175-73.9% | $4,194-74.1% |
| Participant deferral / active EE | $1,757 | $6,159-71.5% | $5,451-67.8% | $6,396-72.5% |
| Admin fee / account holder | $14 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |