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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 | $13,580 | $93,589-85.5% | $135,942-90.0% | $75,181-81.9% |
| Participation rate | 53.3% | 75.2%-21.9pp | 81.9%-28.6pp | 67.2%-13.9pp |
| Annual return | 35.06% | 30.90%+4.2pp | 68.28%-33.2pp | 160.69%-125.6pp |
| Employer contribution / active EE | $1,289 | $3,537-63.6% | $4,858-73.5% | $2,671-51.7% |
| Participant deferral / active EE | $3,295 | $6,405-48.6% | $7,759-57.5% | $4,126-20.1% |
| Admin fee / account holder | $141 | $6,977-98.0% | $10,764-98.7% | $5,650-97.5% |