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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 | $10,596 | $156,398-93.2% | $147,318-92.8% | $138,895-92.4% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 29.61% | 78.75%-49.1pp | 70.43%-40.8pp | 145.39%-115.8pp |
| Employer contribution / active EE | $1,285 | $4,853-73.5% | $4,593-72.0% | $4,194-69.4% |
| Participant deferral / active EE | $3,020 | $8,237-63.3% | $7,906-61.8% | $6,396-52.8% |
| Admin fee / account holder | $48 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |