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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 | $10,461 | $91,167-88.5% | $178,498-94.1% | $79,858-86.9% |
| Participation rate | 42.3% | 69.2%-26.9pp | 81.9%-39.6pp | 69.6%-27.3pp |
| Annual return | 17.67% | 24.19%-6.5pp | 151.09%-133.4pp | 31.72%-14.0pp |
| Employer contribution / active EE | $570 | $3,255-82.5% | $5,011-88.6% | $2,471-76.9% |
| Participant deferral / active EE | $1,111 | $3,236-65.7% | $5,202-78.7% | $3,740-70.3% |
| Admin fee / account holder | $133 | $6,747-98.0% | $13,985-99.0% | $5,306-97.5% |