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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 | $138,312-90.7% | $122,979-89.5% | $155,188-91.7% |
| Participation rate | 63.6% | 80.2%-16.6pp | 77.2%-13.6pp | 80.8%-17.2pp |
| Annual return | 33.88% | 22.06%+11.8pp | 20.12%+13.8pp | 148.84%-115.0pp |
| Employer contribution / active EE | $1,685 | $3,530-52.3% | $3,062-45.0% | $4,248-60.3% |
| Participant deferral / active EE | $2,099 | $5,592-62.5% | $5,003-58.0% | $6,531-67.9% |
| Admin fee / account holder | $10 | $15,089-99.9% | $12,864-99.9% | $14,480-99.9% |