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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 | $17,396 | $201,370-91.4% | $184,256-90.6% | $145,897-88.1% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 14.03% | 29.05%-15.0pp | 28.85%-14.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,680 | $7,024-76.1% | $6,427-73.9% | $4,663-64.0% |
| Participant deferral / active EE | $6,951 | $9,808-29.1% | $9,133-23.9% | $6,689+3.9% |
| Admin fee / account holder | $295 | $16,364-98.2% | $13,899-97.9% | $13,390-97.8% |