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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 | $19,447 | $228,352-91.5% | $185,827-89.5% | $158,950-87.8% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 12.48% | 40.81%-28.3pp | 35.96%-23.5pp | 302.91%-290.4pp |
| Employer contribution / active EE | $1,874 | $4,967-62.3% | $4,087-54.2% | $4,762-60.7% |
| Participant deferral / active EE | $2,254 | $6,416-64.9% | $5,633-60.0% | $5,983-62.3% |
| Admin fee / account holder | $60 | $11,867-99.5% | $9,502-99.4% | $11,248-99.5% |