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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 | $11,420 | $124,330-90.8% | $109,173-89.5% | $167,536-93.2% |
| Participation rate | 40.0% | 79.5%-39.5pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 48.01% | 26.04%+22.0pp | 25.75%+22.3pp | 478.82%-430.8pp |
| Employer contribution / active EE | $1,090 | $4,209-74.1% | $3,723-70.7% | $4,839-77.5% |
| Participant deferral / active EE | $1,625 | $5,256-69.1% | $4,654-65.1% | $6,342-74.4% |
| Admin fee / account holder | $15 | $7,974-99.8% | $6,755-99.8% | $12,315-99.9% |