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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 | $12,838 | $239,571-94.6% | $183,328-93.0% | $137,256-90.6% |
| Participation rate | 54.5% | 82.4%-27.9pp | 77.3%-22.8pp | 80.0%-25.4pp |
| Annual return | 28.77% | 35.69%-6.9pp | 29.67%-0.9pp | 220.34%-191.6pp |
| Employer contribution / active EE | $1,427 | $6,148-76.8% | $5,055-71.8% | $4,156-65.7% |
| Participant deferral / active EE | $3,391 | $7,995-57.6% | $6,795-50.1% | $6,407-47.1% |
| Admin fee / account holder | $16 | $30,059-99.9% | $21,427-99.9% | $12,270-99.9% |