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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 | $14,116 | $135,956-89.6% | $123,894-88.6% | $273,972-94.8% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 17.43% | 56.63%-39.2pp | 47.52%-30.1pp | 41.46%-24.0pp |
| Employer contribution / active EE | $1,639 | $5,170-68.3% | $4,617-64.5% | $4,869-66.3% |
| Participant deferral / active EE | $4,219 | $6,343-33.5% | $5,984-29.5% | $5,287-20.2% |
| Admin fee / account holder | $38 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |