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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 | $15,494 | $99,652-84.5% | $78,778-80.3% | $147,586-89.5% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 24.68% | 47.28%-22.6pp | 35.62%-10.9pp | 578.59%-553.9pp |
| Employer contribution / active EE | $900 | $2,796-67.8% | $1,986-54.7% | $4,876-81.5% |
| Participant deferral / active EE | $1,053 | $3,664-71.3% | $2,958-64.4% | $5,439-80.6% |
| Admin fee / account holder | $63 | $7,155-99.1% | $5,134-98.8% | $10,886-99.4% |