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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 | $13,107 | $183,592-92.9% | $155,574-91.6% | $145,877-91.0% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 13.83% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,162 | $5,317-78.1% | $4,676-75.2% | $4,663-75.1% |
| Participant deferral / active EE | $2,570 | $6,466-60.2% | $5,629-54.3% | $6,691-61.6% |
| Admin fee / account holder | $201 | $19,316-99.0% | $15,914-98.7% | $13,402-98.5% |