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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 | $12,474 | $110,240-88.7% | $96,544-87.1% | $139,487-91.1% |
| Participation rate | 60.9% | 78.1%-17.3pp | 76.0%-15.1pp | 80.3%-19.5pp |
| Annual return | 26.47% | 26.41%+0.1pp | 25.88%+0.6pp | 373.84%-347.4pp |
| Employer contribution / active EE | $1,306 | $3,622-63.9% | $2,966-56.0% | $4,755-72.5% |
| Participant deferral / active EE | $2,391 | $5,549-56.9% | $4,851-50.7% | $6,713-64.4% |
| Admin fee / account holder | $208 | $11,602-98.2% | $8,254-97.5% | $11,407-98.2% |