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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 | $8,768 | $124,425-93.0% | $112,040-92.2% | $137,256-93.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 24.02% | 24.72%-0.7pp | 24.52%-0.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,361 | $3,411-60.1% | $2,954-53.9% | $4,156-67.3% |
| Participant deferral / active EE | $2,410 | $5,718-57.9% | $5,098-52.7% | $6,407-62.4% |
| Admin fee / account holder | $112 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |