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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 | $11,361 | $76,551-85.2% | $123,894-90.8% | $62,881-81.9% |
| Participation rate | 69.5% | 73.0%-3.5pp | 81.4%-11.9pp | 69.3%+0.2pp |
| Annual return | 58.05% | 18.68%+39.4pp | 47.52%+10.5pp | 20.14%+37.9pp |
| Employer contribution / active EE | $1,827 | $2,882-36.6% | $4,617-60.4% | $2,281-19.9% |
| Participant deferral / active EE | $3,169 | $4,840-34.5% | $5,984-47.1% | $3,203-1.1% |
| Admin fee / account holder | $234 | $4,826-95.2% | $8,357-97.2% | $4,296-94.6% |