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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 | $7,933 | $110,240-92.8% | $96,544-91.8% | $139,487-94.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 33.20% | 26.41%+6.8pp | 25.88%+7.3pp | 373.84%-340.6pp |
| Employer contribution / active EE | $1,490 | $3,622-58.9% | $2,966-49.8% | $4,755-68.7% |
| Participant deferral / active EE | $2,404 | $5,549-56.7% | $4,851-50.4% | $6,713-64.2% |
| Admin fee / account holder | $24 | $11,602-99.8% | $8,254-99.7% | $11,407-99.8% |