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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 | $21,570 | $135,956-84.1% | $123,894-82.6% | $273,972-92.1% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 5.34% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,170 | $5,170-77.4% | $4,617-74.7% | $4,869-76.0% |
| Participant deferral / active EE | $3,379 | $6,343-46.7% | $5,984-43.5% | $5,287-36.1% |
| Admin fee / account holder | $113 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |