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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 | $13,554 | $116,190-88.3% | $93,614-85.5% | $152,885-91.1% |
| Participation rate | 45.0% | 78.0%-33.0pp | 75.8%-30.8pp | 82.5%-37.5pp |
| Annual return | 27.98% | 35.96%-8.0pp | 32.76%-4.8pp | 345.39%-317.4pp |
| Employer contribution / active EE | $1,108 | $3,219-65.6% | $2,718-59.2% | $4,763-76.7% |
| Participant deferral / active EE | $1,669 | $4,604-63.8% | $4,069-59.0% | $5,851-71.5% |
| Admin fee / account holder | $83 | $10,749-99.2% | $7,889-98.9% | $11,598-99.3% |