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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 | $14,116 | $175,259-91.9% | $149,723-90.6% | $139,487-89.9% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 26.07% | 166.82%-140.8pp | 134.50%-108.4pp | 373.84%-347.8pp |
| Employer contribution / active EE | $1,219 | $5,478-77.7% | $4,821-74.7% | $4,755-74.4% |
| Participant deferral / active EE | $1,942 | $6,522-70.2% | $5,682-65.8% | $6,713-71.1% |
| Admin fee / account holder | $47 | $16,158-99.7% | $13,215-99.6% | $11,407-99.6% |