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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 | $16,119 | $162,812-90.1% | $133,971-88.0% | $158,966-89.9% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 40.72% | 41.94%-1.2pp | 45.09%-4.4pp | 302.95%-262.2pp |
| Employer contribution / active EE | $1,270 | $4,976-74.5% | $3,919-67.6% | $4,762-73.3% |
| Participant deferral / active EE | $1,963 | $5,910-66.8% | $5,047-61.1% | $5,983-67.2% |
| Admin fee / account holder | $42 | $11,741-99.6% | $8,929-99.5% | $11,250-99.6% |