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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 | $12,937 | $91,559-85.9% | $133,971-90.3% | $79,852-83.8% |
| Participation rate | 65.9% | 73.3%-7.5pp | 79.8%-14.0pp | 69.6%-3.8pp |
| Annual return | 28.49% | 61.85%-33.4pp | 45.09%-16.6pp | 31.72%-3.2pp |
| Employer contribution / active EE | $1,618 | $2,384-32.1% | $3,919-58.7% | $2,471-34.5% |
| Participant deferral / active EE | $2,043 | $3,734-45.3% | $5,047-59.5% | $3,740-45.4% |
| Admin fee / account holder | $30 | $6,321-99.5% | $8,929-99.7% | $5,306-99.4% |