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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 | $11,559 | $91,559-87.4% | $133,978-91.4% | $79,856-85.5% |
| Participation rate | 55.0% | 73.3%-18.3pp | 79.8%-24.8pp | 69.6%-14.6pp |
| Annual return | 21.98% | 61.85%-39.9pp | 45.10%-23.1pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,046 | $2,384-56.1% | $3,919-73.3% | $2,471-57.7% |
| Participant deferral / active EE | $2,143 | $3,734-42.6% | $5,047-57.5% | $3,741-42.7% |
| Admin fee / account holder | $182 | $6,321-97.1% | $8,930-98.0% | $5,306-96.6% |