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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 | $15,710 | $98,776-84.1% | $149,745-89.5% | $79,856-80.3% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 28.68% | 27.38%+1.3pp | 276.72%-248.0pp | 31.71%-3.0pp |
| Employer contribution / active EE | $1,961 | $3,217-39.0% | $4,646-57.8% | $2,471-20.6% |
| Participant deferral / active EE | $3,082 | $5,681-45.8% | $6,843-55.0% | $3,741-17.6% |
| Admin fee / account holder | $60 | $6,053-99.0% | $9,312-99.4% | $5,306-98.9% |