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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 | $13,572 | $116,203-88.3% | $93,621-85.5% | $152,909-91.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 28.71% | 35.96%-7.3pp | 32.76%-4.0pp | 345.46%-316.8pp |
| Employer contribution / active EE | $1,095 | $3,219-66.0% | $2,719-59.7% | $4,764-77.0% |
| Participant deferral / active EE | $4,010 | $4,605-12.9% | $4,070-1.5% | $5,851-31.5% |
| Admin fee / account holder | $20 | $10,751-99.8% | $7,890-99.7% | $11,601-99.8% |