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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 | $13,686 | $99,345-86.2% | $84,753-83.9% | $273,972-95.0% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 13.91% | 22.93%-9.0pp | 22.78%-8.9pp | 41.46%-27.5pp |
| Employer contribution / active EE | $1,019 | $4,214-75.8% | $3,574-71.5% | $4,869-79.1% |
| Participant deferral / active EE | $2,771 | $4,270-35.1% | $3,712-25.4% | $5,287-47.6% |
| Admin fee / account holder | $36 | $6,645-99.5% | $5,333-99.3% | $10,133-99.6% |