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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 | $5,021 | $71,197-92.9% | $93,669-94.6% | $80,925-93.8% |
| Participation rate | 45.0% | 60.4%-15.4pp | 68.7%-23.7pp | 67.7%-22.7pp |
| Annual return | 24.98% | 11.27%+13.7pp | 133.59%-108.6pp | 35.65%-10.7pp |
| Employer contribution / active EE | $1,064 | $1,565-32.0% | $2,424-56.1% | $2,756-61.4% |
| Participant deferral / active EE | $1,296 | $4,036-67.9% | $4,416-70.6% | $4,299-69.8% |
| Admin fee / account holder | $108 | $6,959-98.4% | $8,291-98.7% | $6,940-98.4% |