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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 | $21,122 | $162,812-87.0% | $133,971-84.2% | $158,966-86.7% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 25.78% | 41.94%-16.2pp | 45.09%-19.3pp | 302.95%-277.2pp |
| Employer contribution / active EE | $1,376 | $4,976-72.3% | $3,919-64.9% | $4,762-71.1% |
| Participant deferral / active EE | $4,311 | $5,910-27.1% | $5,047-14.6% | $5,983-27.9% |
| Admin fee / account holder | $21 | $11,741-99.8% | $8,929-99.8% | $11,250-99.8% |