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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 | $18,409 | $106,918-82.8% | $84,021-78.1% | $152,897-88.0% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 25.02% | 105.01%-80.0pp | 71.32%-46.3pp | 345.43%-320.4pp |
| Employer contribution / active EE | $756 | $2,735-72.4% | $1,984-61.9% | $4,764-84.1% |
| Participant deferral / active EE | $2,025 | $4,012-49.5% | $3,239-37.5% | $5,851-65.4% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |