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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 | $17,085 | $88,672-80.7% | $105,223-83.8% | $82,448-79.3% |
| Participation rate | 25.6% | 67.9%-42.3pp | 75.0%-49.5pp | 68.1%-42.5pp |
| Annual return | 23.07% | 30.86%-7.8pp | 180.65%-157.6pp | 41.64%-18.6pp |
| Employer contribution / active EE | $871 | $3,048-71.4% | $3,689-76.4% | $2,551-65.8% |
| Participant deferral / active EE | $1,786 | $4,036-55.8% | $5,072-64.8% | $4,139-56.9% |
| Admin fee / account holder | $14 | $7,146-99.8% | $8,859-99.8% | $7,234-99.8% |