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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 | $14,354 | $70,684-79.7% | $169,390-91.5% | $75,173-80.9% |
| Participation rate | 66.7% | 64.8%+1.9pp | 77.2%-10.5pp | 67.2%-0.5pp |
| Annual return | 26.27% | 36.38%-10.1pp | 406.07%-379.8pp | 160.72%-134.5pp |
| Employer contribution / active EE | $1,890 | $2,211-14.5% | $4,013-52.9% | $2,671-29.2% |
| Participant deferral / active EE | $2,768 | $4,310-35.8% | $6,222-55.5% | $4,126-32.9% |
| Admin fee / account holder | $86 | $5,404-98.4% | $9,015-99.0% | $5,651-98.5% |