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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 | $19,725 | $103,387-80.9% | $87,102-77.4% | $152,885-87.1% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.9%-36.9pp | 82.5%-42.5pp |
| Annual return | 32.48% | 28.10%+4.4pp | 28.19%+4.3pp | 345.39%-312.9pp |
| Employer contribution / active EE | $1,014 | $3,221-68.5% | $2,521-59.8% | $4,763-78.7% |
| Participant deferral / active EE | $2,841 | $4,778-40.5% | $4,048-29.8% | $5,851-51.5% |
| Admin fee / account holder | $134 | $12,193-98.9% | $7,491-98.2% | $11,598-98.8% |