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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 | $15,998 | $162,136-90.1% | $152,301-89.5% | $154,746-89.7% |
| Participation rate | 55.0% | 84.1%-29.1pp | 82.4%-27.4pp | 80.7%-25.7pp |
| Annual return | 26.03% | 91.02%-65.0pp | 80.50%-54.5pp | 172.34%-146.3pp |
| Employer contribution / active EE | $1,245 | $4,890-74.5% | $4,624-73.1% | $4,379-71.6% |
| Participant deferral / active EE | $2,692 | $8,341-67.7% | $8,004-66.4% | $6,730-60.0% |
| Admin fee / account holder | $90 | $15,759-99.4% | $14,398-99.4% | $14,365-99.4% |