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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 | $15,116 | $118,496-87.2% | $98,461-84.6% | $139,466-89.2% |
| Participation rate | 61.1% | 77.5%-16.4pp | 75.2%-14.1pp | 80.3%-19.2pp |
| Annual return | 32.24% | 18.96%+13.3pp | 21.17%+11.1pp | 373.66%-341.4pp |
| Employer contribution / active EE | $1,983 | $3,611-45.1% | $3,049-35.0% | $4,754-58.3% |
| Participant deferral / active EE | $6,013 | $5,393+11.5% | $4,738+26.9% | $6,712-10.4% |
| Admin fee / account holder | $97 | $14,056-99.3% | $8,961-98.9% | $11,409-99.1% |