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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 | $18,164 | $162,812-88.8% | $133,971-86.4% | $158,966-88.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 18.67% | 41.94%-23.3pp | 45.09%-26.4pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,095 | $4,976-78.0% | $3,919-72.1% | $4,762-77.0% |
| Participant deferral / active EE | $4,068 | $5,910-31.2% | $5,047-19.4% | $5,983-32.0% |
| Admin fee / account holder | $88 | $11,741-99.3% | $8,929-99.0% | $11,250-99.2% |