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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 | $15,294 | $135,956-88.8% | $123,894-87.7% | $273,972-94.4% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 17.34% | 56.63%-39.3pp | 47.52%-30.2pp | 41.46%-24.1pp |
| Employer contribution / active EE | $2,333 | $5,170-54.9% | $4,617-49.5% | $4,869-52.1% |
| Participant deferral / active EE | $3,627 | $6,343-42.8% | $5,984-39.4% | $5,287-31.4% |
| Admin fee / account holder | $42 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |