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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 | $15,012 | $88,672-83.1% | $105,223-85.7% | $82,448-81.8% |
| Participation rate | 65.5% | 67.9%-2.4pp | 75.0%-9.5pp | 68.1%-2.6pp |
| Annual return | 27.30% | 30.86%-3.6pp | 180.65%-153.3pp | 41.64%-14.3pp |
| Employer contribution / active EE | $1,333 | $3,048-56.3% | $3,689-63.9% | $2,551-47.7% |
| Participant deferral / active EE | $3,534 | $4,036-12.4% | $5,072-30.3% | $4,139-14.6% |
| Admin fee / account holder | $110 | $7,146-98.5% | $8,859-98.8% | $7,234-98.5% |