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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 | $12,121 | $101,063-88.0% | $81,473-85.1% | $147,586-91.8% |
| Participation rate | 28.6% | 74.5%-45.9pp | 68.0%-39.4pp | 82.8%-54.3pp |
| Annual return | 17.82% | 32.41%-14.6pp | 38.78%-21.0pp | 578.59%-560.8pp |
| Employer contribution / active EE | $149 | $3,206-95.4% | $2,568-94.2% | $4,876-97.0% |
| Participant deferral / active EE | $1,286 | $4,242-69.7% | $3,537-63.6% | $5,439-76.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |