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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 | $16,324 | $148,629-89.0% | $135,982-88.0% | $139,487-88.3% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 23.88% | 79.33%-55.4pp | 68.32%-44.4pp | 373.84%-350.0pp |
| Employer contribution / active EE | $1,241 | $5,247-76.3% | $4,859-74.5% | $4,755-73.9% |
| Participant deferral / active EE | $4,490 | $8,102-44.6% | $7,760-42.1% | $6,713-33.1% |
| Admin fee / account holder | $64 | $12,406-99.5% | $10,767-99.4% | $11,407-99.4% |