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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 | $12,591 | $68,681-81.7% | $86,615-85.5% | $85,847-85.3% |
| Participation rate | 25.7% | 66.4%-40.6pp | 71.6%-45.9pp | 69.3%-43.6pp |
| Annual return | 28.41% | 20.12%+8.3pp | 63.51%-35.1pp | 318.61%-290.2pp |
| Employer contribution / active EE | $483 | $1,880-74.3% | $2,496-80.6% | $2,565-81.2% |
| Participant deferral / active EE | $1,741 | $2,919-40.4% | $3,699-52.9% | $3,952-55.9% |
| Admin fee / account holder | $87 | $5,974-98.5% | $5,830-98.5% | $6,261-98.6% |