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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 | $26,183 | $101,795-74.3% | $165,100-84.1% | $80,959-67.7% |
| Participation rate | 42.9% | 71.8%-29.0pp | 78.6%-35.8pp | 67.7%-24.8pp |
| Annual return | 51.37% | 16.73%+34.6pp | 70.21%-18.8pp | 35.67%+15.7pp |
| Employer contribution / active EE | $1,695 | $2,954-42.6% | $4,348-61.0% | $2,757-38.5% |
| Participant deferral / active EE | $2,570 | $4,476-42.6% | $6,035-57.4% | $4,300-40.2% |
| Admin fee / account holder | $92 | $8,221-98.9% | $12,696-99.3% | $6,925-98.7% |