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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 | $15,873 | $93,346-83.0% | $71,796-77.9% | $273,972-94.2% |
| Participation rate | 53.8% | 76.5%-22.7pp | 69.1%-15.3pp | 83.0%-29.2pp |
| Annual return | 7.55% | 130.39%-122.8pp | 78.04%-70.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,007 | $2,733-63.2% | $1,924-47.7% | $4,869-79.3% |
| Participant deferral / active EE | $1,243 | $3,475-64.2% | $2,794-55.5% | $5,287-76.5% |
| Admin fee / account holder | $227 | $6,571-96.5% | $4,815-95.3% | $10,133-97.8% |