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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 | $14,464 | $135,956-89.4% | $123,894-88.3% | $273,972-94.7% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 16.74% | 56.63%-39.9pp | 47.52%-30.8pp | 41.46%-24.7pp |
| Employer contribution / active EE | $1,114 | $5,170-78.5% | $4,617-75.9% | $4,869-77.1% |
| Participant deferral / active EE | $2,333 | $6,343-63.2% | $5,984-61.0% | $5,287-55.9% |
| Admin fee / account holder | $54 | $9,817-99.4% | $8,357-99.3% | $10,133-99.5% |