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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 | $15,945 | $153,769-89.6% | $133,975-88.1% | $273,972-94.2% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.1%-32.5pp | 83.0%-28.5pp |
| Annual return | 118.01% | 36.51%+81.5pp | 29.29%+88.7pp | 41.46%+76.6pp |
| Employer contribution / active EE | $3,048 | $6,029-49.4% | $5,211-41.5% | $4,869-37.4% |
| Participant deferral / active EE | $5,309 | $6,958-23.7% | $6,282-15.5% | $5,287+0.4% |
| Admin fee / account holder | $102 | $11,765-99.1% | $9,324-98.9% | $10,133-99.0% |