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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 | $9,918 | $110,379-91.0% | $102,412-90.3% | $145,884-93.2% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 20.98% | 24.84%-3.9pp | 24.94%-4.0pp | 551.85%-530.9pp |
| Employer contribution / active EE | $1,474 | $4,216-65.0% | $3,870-61.9% | $4,662-68.4% |
| Participant deferral / active EE | $2,068 | $5,622-63.2% | $5,060-59.1% | $6,690-69.1% |
| Admin fee / account holder | $14 | $9,745-99.9% | $8,388-99.8% | $13,392-99.9% |