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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 | $12,903 | $136,860-90.6% | $120,344-89.3% | $154,746-91.7% |
| Participation rate | 63.6% | 79.9%-16.3pp | 76.7%-13.1pp | 80.7%-17.1pp |
| Annual return | 33.88% | 21.38%+12.5pp | 20.30%+13.6pp | 172.34%-138.5pp |
| Employer contribution / active EE | $1,685 | $3,533-52.3% | $3,020-44.2% | $4,379-61.5% |
| Participant deferral / active EE | $2,099 | $5,793-63.8% | $5,135-59.1% | $6,730-68.8% |
| Admin fee / account holder | $10 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |