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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 | $16,313 | $81,208-79.9% | $98,920-83.5% | $79,852-79.6% |
| Participation rate | 56.1% | 72.5%-16.4pp | 76.0%-19.9pp | 69.6%-13.5pp |
| Annual return | 21.63% | 60.99%-39.4pp | 196.47%-174.8pp | 31.72%-10.1pp |
| Employer contribution / active EE | $1,069 | $1,960-45.4% | $2,689-60.3% | $2,471-56.7% |
| Participant deferral / active EE | $1,841 | $3,265-43.6% | $4,245-56.6% | $3,740-50.8% |
| Admin fee / account holder | $278 | $6,013-95.4% | $6,643-95.8% | $5,306-94.8% |