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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 | $20,390 | $65,961-69.1% | $180,320-88.7% | $94,015-78.3% |
| Participation rate | 60.0% | 61.3%-1.3pp | 71.5%-11.5pp | 70.8%-10.8pp |
| Annual return | 19.77% | 14.27%+5.5pp | 778.54%-758.8pp | 17.84%+1.9pp |
| Employer contribution / active EE | $504 | $1,737-71.0% | $4,108-87.7% | $2,790-82.0% |
| Participant deferral / active EE | $2,847 | $3,003-5.2% | $4,304-33.9% | $4,249-33.0% |
| Admin fee / account holder | $9 | $4,901-99.8% | $10,000-99.9% | $8,951-99.9% |