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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 | $17,669 | $227,597-92.2% | $189,575-90.7% | $167,536-89.5% |
| Participation rate | 52.9% | 82.5%-29.6pp | 78.4%-25.5pp | 82.1%-29.2pp |
| Annual return | 13.63% | 78.44%-64.8pp | 64.19%-50.6pp | 478.82%-465.2pp |
| Employer contribution / active EE | $945 | $5,316-82.2% | $4,412-78.6% | $4,839-80.5% |
| Participant deferral / active EE | $1,409 | $7,002-79.9% | $6,174-77.2% | $6,342-77.8% |
| Admin fee / account holder | $10 | $11,877-99.9% | $9,806-99.9% | $12,315-99.9% |