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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 | $20,718 | $85,766-75.8% | $136,297-84.8% | $70,124-70.5% |
| Participation rate | 67.7% | 74.2%-6.4pp | 81.9%-14.2pp | 69.5%-1.8pp |
| Annual return | 16.21% | 31.45%-15.2pp | 5156.19%-5140.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,263 | $2,966-57.4% | $4,696-73.1% | $2,342-46.1% |
| Participant deferral / active EE | $2,311 | $5,051-54.3% | $6,247-63.0% | $3,332-30.6% |
| Admin fee / account holder | $97 | $5,420-98.2% | $9,244-99.0% | $4,645-97.9% |