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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 | $12,638 | $110,307-88.5% | $96,576-86.9% | $139,456-90.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 33.00% | 26.40%+6.6pp | 25.87%+7.1pp | 373.45%-340.4pp |
| Employer contribution / active EE | $1,845 | $3,619-49.0% | $2,965-37.8% | $4,753-61.2% |
| Participant deferral / active EE | $3,319 | $5,547-40.2% | $4,851-31.6% | $6,711-50.6% |
| Admin fee / account holder | $20 | $11,597-99.8% | $8,253-99.8% | $11,407-99.8% |