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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 | $11,860 | $117,829-89.9% | $102,423-88.4% | $145,877-91.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 17.98% | 31.83%-13.9pp | 29.42%-11.4pp | 551.28%-533.3pp |
| Employer contribution / active EE | $4,809 | $3,615+33.1% | $3,023+59.1% | $4,663+3.1% |
| Participant deferral / active EE | $10,076 | $5,732+75.8% | $5,054+99.4% | $6,691+50.6% |
| Admin fee / account holder | $127 | $13,335-99.1% | $9,455-98.7% | $13,402-99.1% |