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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 | $12,325 | $156,398-92.1% | $147,318-91.6% | $138,895-91.1% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 19.62% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,604 | $4,853-67.0% | $4,593-65.1% | $4,194-61.8% |
| Participant deferral / active EE | $4,037 | $8,237-51.0% | $7,906-48.9% | $6,396-36.9% |
| Admin fee / account holder | $27 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |