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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 | $13,940 | $91,086-84.7% | $203,872-93.2% | $86,983-84.0% |
| Participation rate | 58.6% | 65.8%-7.2pp | 77.8%-19.2pp | 69.5%-10.9pp |
| Annual return | 19.20% | 22.30%-3.1pp | 85.11%-65.9pp | 25.83%-6.6pp |
| Employer contribution / active EE | $415 | $2,063-79.9% | $3,757-89.0% | $2,584-84.0% |
| Participant deferral / active EE | $1,696 | $4,019-57.8% | $6,388-73.4% | $4,194-59.5% |
| Admin fee / account holder | $57 | $8,987-99.4% | $11,730-99.5% | $7,856-99.3% |