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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 | $12,597 | $183,516-93.1% | $155,534-91.9% | $145,884-91.4% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 14.78% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,424 | $5,315-73.2% | $4,675-69.5% | $4,662-69.4% |
| Participant deferral / active EE | $2,337 | $6,467-63.9% | $5,630-58.5% | $6,690-65.1% |
| Admin fee / account holder | $63 | $19,293-99.7% | $15,900-99.6% | $13,392-99.5% |