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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 | $25,160 | $78,428-67.9% | $95,960-73.8% | $79,852-68.5% |
| Participation rate | 37.9% | 73.5%-35.6pp | 77.1%-39.1pp | 69.6%-31.7pp |
| Annual return | 20.00% | 19.37%+0.6pp | 91.63%-71.6pp | 31.72%-11.7pp |
| Employer contribution / active EE | $1,059 | $1,945-45.6% | $2,541-58.3% | $2,471-57.1% |
| Participant deferral / active EE | $1,763 | $3,440-48.8% | $4,167-57.7% | $3,740-52.9% |
| Admin fee / account holder | $167 | $5,622-97.0% | $6,797-97.5% | $5,306-96.9% |