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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 | $14,154 | $113,338-87.5% | $94,993-85.1% | $147,586-90.4% |
| Participation rate | 16.7% | 78.0%-61.3pp | 73.9%-57.2pp | 82.8%-66.2pp |
| Annual return | 33.80% | 20.80%+13.0pp | 27.14%+6.7pp | 578.59%-544.8pp |
| Employer contribution / active EE | $207 | $3,160-93.5% | $2,603-92.1% | $4,876-95.8% |
| Participant deferral / active EE | $1,033 | $3,777-72.6% | $3,317-68.8% | $5,439-81.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |