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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 | $16,526 | $118,496-86.1% | $98,461-83.2% | $139,466-88.2% |
| Participation rate | 57.1% | 77.5%-20.3pp | 75.2%-18.0pp | 80.3%-23.2pp |
| Annual return | 20.92% | 18.96%+2.0pp | 21.17%-0.3pp | 373.66%-352.7pp |
| Employer contribution / active EE | $1,204 | $3,611-66.7% | $3,049-60.5% | $4,754-74.7% |
| Participant deferral / active EE | $1,775 | $5,393-67.1% | $4,738-62.5% | $6,712-73.5% |
| Admin fee / account holder | $265 | $14,056-98.1% | $8,961-97.0% | $11,409-97.7% |