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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 | $12,249 | $110,212-88.9% | $96,534-87.3% | $139,466-91.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 21.83% | 26.42%-4.6pp | 25.88%-4.0pp | 373.66%-351.8pp |
| Employer contribution / active EE | $1,459 | $3,620-59.7% | $2,965-50.8% | $4,754-69.3% |
| Participant deferral / active EE | $1,736 | $5,547-68.7% | $4,851-64.2% | $6,712-74.1% |
| Admin fee / account holder | $139 | $11,599-98.8% | $8,253-98.3% | $11,409-98.8% |