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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 | $10,550 | $126,661-91.7% | $113,397-90.7% | $138,895-92.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 34.55% | 25.05%+9.5pp | 23.20%+11.3pp | 145.39%-110.8pp |
| Employer contribution / active EE | $1,599 | $3,456-53.7% | $2,977-46.3% | $4,194-61.9% |
| Participant deferral / active EE | $1,967 | $5,693-65.4% | $5,076-61.3% | $6,396-69.2% |
| Admin fee / account holder | $224 | $14,549-98.5% | $11,957-98.1% | $12,562-98.2% |