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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 | $13,558 | $89,367-84.8% | $141,191-90.4% | $72,975-81.4% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.5%-18.5pp | 69.5%-5.5pp |
| Annual return | 43.52% | 111.87%-68.3pp | 71.41%-27.9pp | 81.01%-37.5pp |
| Employer contribution / active EE | $1,039 | $3,115-66.7% | $4,736-78.1% | $2,440-57.4% |
| Participant deferral / active EE | $2,760 | $5,419-49.1% | $6,710-58.9% | $3,608-23.5% |
| Admin fee / account holder | $24 | $5,957-99.6% | $10,264-99.8% | $5,124-99.5% |