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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 | $7,481 | $96,956-92.3% | $69,779-89.3% | $273,972-97.3% |
| Participation rate | 62.5% | 77.1%-14.6pp | 71.8%-9.3pp | 83.0%-20.5pp |
| Annual return | 25.25% | 12.93%+12.3pp | 12.99%+12.3pp | 41.46%-16.2pp |
| Employer contribution / active EE | $1,424 | $3,316-57.1% | $2,338-39.1% | $4,869-70.8% |
| Participant deferral / active EE | $2,719 | $3,744-27.4% | $2,931-7.2% | $5,287-48.6% |
| Admin fee / account holder | $30 | $7,934-99.6% | $4,381-99.3% | $10,133-99.7% |