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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 | $13,922 | $126,661-89.0% | $113,397-87.7% | $138,895-90.0% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.5%-7.3pp | 79.9%-10.7pp |
| Annual return | 31.06% | 25.05%+6.0pp | 23.20%+7.9pp | 145.39%-114.3pp |
| Employer contribution / active EE | $1,072 | $3,456-69.0% | $2,977-64.0% | $4,194-74.4% |
| Participant deferral / active EE | $2,800 | $5,693-50.8% | $5,076-44.8% | $6,396-56.2% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |