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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 | $22,405 | $104,251-78.5% | $91,004-75.4% | $147,586-84.8% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.6%-42.3pp | 82.8%-49.5pp |
| Annual return | 21.41% | 27.06%-5.6pp | 4.60%+16.8pp | 578.59%-557.2pp |
| Employer contribution / active EE | $869 | $3,116-72.1% | $2,456-64.6% | $4,876-82.2% |
| Participant deferral / active EE | $1,913 | $4,195-54.4% | $3,548-46.1% | $5,439-64.8% |
| Admin fee / account holder | $4 | $8,948-100.0% | $5,417-99.9% | $10,886-100.0% |