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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 | $15,206 | $93,589-83.8% | $135,942-88.8% | $75,181-79.8% |
| Participation rate | 48.8% | 75.2%-26.4pp | 81.9%-33.1pp | 67.2%-18.4pp |
| Annual return | 41.91% | 30.90%+11.0pp | 68.28%-26.4pp | 160.69%-118.8pp |
| Employer contribution / active EE | $1,413 | $3,537-60.1% | $4,858-70.9% | $2,671-47.1% |
| Participant deferral / active EE | $4,118 | $6,405-35.7% | $7,759-46.9% | $4,126-0.2% |
| Admin fee / account holder | $25 | $6,977-99.6% | $10,764-99.8% | $5,650-99.6% |