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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 | $9,334 | $117,859-92.1% | $102,438-90.9% | $145,959-93.6% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 21.92% | 31.72%-9.8pp | 29.37%-7.4pp | 561.95%-540.0pp |
| Employer contribution / active EE | $1,695 | $3,615-53.1% | $3,024-44.0% | $4,661-63.6% |
| Participant deferral / active EE | $2,212 | $5,732-61.4% | $5,054-56.2% | $6,689-66.9% |
| Admin fee / account holder | $14 | $13,318-99.9% | $9,448-99.9% | $13,398-99.9% |