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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 | $12,504 | $123,793-89.9% | $177,840-93.0% | $79,852-84.3% |
| Participation rate | 56.6% | 84.7%-28.1pp | 87.7%-31.1pp | 69.6%-13.0pp |
| Annual return | 25.05% | 22.82%+2.2pp | 48.32%-23.3pp | 31.72%-6.7pp |
| Employer contribution / active EE | $1,292 | $4,095-68.5% | $5,919-78.2% | $2,471-47.7% |
| Participant deferral / active EE | $2,833 | $5,956-52.4% | $7,714-63.3% | $3,740-24.3% |
| Admin fee / account holder | $118 | $7,243-98.4% | $12,431-99.1% | $5,306-97.8% |