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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 | $17,310 | $117,895-85.3% | $102,460-83.1% | $145,897-88.1% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 12.91% | 31.92%-19.0pp | 29.47%-16.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,617 | $3,619-55.3% | $3,025-46.6% | $4,663-65.3% |
| Participant deferral / active EE | $2,435 | $5,736-57.6% | $5,056-51.8% | $6,689-63.6% |
| Admin fee / account holder | $242 | $13,353-98.2% | $9,460-97.4% | $13,390-98.2% |