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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 | $9,977 | $110,337-91.0% | $102,383-90.3% | $145,877-93.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.10% | 24.83%-10.7pp | 24.94%-10.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,636 | $4,216-61.2% | $3,870-57.7% | $4,663-64.9% |
| Participant deferral / active EE | $1,715 | $5,621-69.5% | $5,060-66.1% | $6,691-74.4% |
| Admin fee / account holder | $35 | $9,750-99.6% | $8,391-99.6% | $13,402-99.7% |