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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 | $14,104 | $211,288-93.3% | $178,540-92.1% | $145,884-90.3% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 17.03% | 30.27%-13.2pp | 27.15%-10.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,272 | $4,574-72.2% | $3,953-67.8% | $4,662-72.7% |
| Participant deferral / active EE | $2,746 | $6,967-60.6% | $6,281-56.3% | $6,690-59.0% |
| Admin fee / account holder | $213 | $12,105-98.2% | $10,424-98.0% | $13,392-98.4% |