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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 | $10,429 | $183,516-94.3% | $155,534-93.3% | $145,884-92.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 17.16% | 61.43%-44.3pp | 64.92%-47.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,418 | $5,315-73.3% | $4,675-69.7% | $4,662-69.6% |
| Participant deferral / active EE | $2,067 | $6,467-68.0% | $5,630-63.3% | $6,690-69.1% |
| Admin fee / account holder | $33 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |