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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 | $14,898 | $65,361-77.2% | $92,903-84.0% | $72,983-79.6% |
| Participation rate | 65.4% | 68.3%-2.9pp | 76.0%-10.6pp | 69.5%-4.1pp |
| Annual return | 24.38% | 42.11%-17.7pp | 109.43%-85.1pp | 81.01%-56.6pp |
| Employer contribution / active EE | $827 | $2,594-68.1% | $3,653-77.4% | $2,440-66.1% |
| Participant deferral / active EE | $2,707 | $3,128-13.5% | $4,238-36.1% | $3,608-25.0% |
| Admin fee / account holder | $9 | $4,251-99.8% | $5,795-99.9% | $5,124-99.8% |