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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 | $20,116 | $105,210-80.9% | $159,487-87.4% | $85,851-76.6% |
| Participation rate | 35.7% | 75.8%-40.1pp | 82.8%-47.1pp | 69.3%-33.6pp |
| Annual return | 35.62% | 45.08%-9.5pp | 263.71%-228.1pp | 318.63%-283.0pp |
| Employer contribution / active EE | $1,236 | $3,319-62.8% | $4,831-74.4% | $2,565-51.8% |
| Participant deferral / active EE | $3,568 | $5,946-40.0% | $7,354-51.5% | $3,952-9.7% |
| Admin fee / account holder | $65 | $6,934-99.1% | $10,804-99.4% | $6,261-99.0% |