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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 | $124,425-89.6% | $112,040-88.5% | $137,256-90.6% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.5%-12.9pp | 80.0%-16.3pp |
| Annual return | 33.88% | 24.72%+9.2pp | 24.52%+9.4pp | 220.34%-186.5pp |
| Employer contribution / active EE | $1,685 | $3,411-50.6% | $2,954-43.0% | $4,156-59.5% |
| Participant deferral / active EE | $2,099 | $5,718-63.3% | $5,098-58.8% | $6,407-67.2% |
| Admin fee / account holder | $10 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |