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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 | $13,837 | $118,488-88.3% | $98,462-85.9% | $139,487-90.1% |
| Participation rate | 60.0% | 77.5%-17.5pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 28.05% | 18.96%+9.1pp | 21.17%+6.9pp | 373.84%-345.8pp |
| Employer contribution / active EE | $1,623 | $3,611-55.1% | $3,049-46.8% | $4,755-65.9% |
| Participant deferral / active EE | $2,213 | $5,393-59.0% | $4,738-53.3% | $6,713-67.0% |
| Admin fee / account holder | $42 | $13,868-99.7% | $8,875-99.5% | $11,407-99.6% |