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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 | $12,596 | $135,956-90.7% | $123,894-89.8% | $273,972-95.4% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 15.03% | 56.63%-41.6pp | 47.52%-32.5pp | 41.46%-26.4pp |
| Employer contribution / active EE | $3,076 | $5,170-40.5% | $4,617-33.4% | $4,869-36.8% |
| Participant deferral / active EE | $3,002 | $6,343-52.7% | $5,984-49.8% | $5,287-43.2% |
| Admin fee / account holder | $34 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |