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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 | $19,552 | $99,652-80.4% | $78,778-75.2% | $147,586-86.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 19.50% | 47.28%-27.8pp | 35.62%-16.1pp | 578.59%-559.1pp |
| Employer contribution / active EE | $760 | $2,796-72.8% | $1,986-61.7% | $4,876-84.4% |
| Participant deferral / active EE | $983 | $3,664-73.2% | $2,958-66.8% | $5,439-81.9% |
| Admin fee / account holder | $177 | $7,155-97.5% | $5,134-96.6% | $10,886-98.4% |