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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 | $16,672 | $63,346-73.7% | $92,240-81.9% | $70,126-76.2% |
| Participation rate | 62.9% | 68.7%-5.8pp | 76.5%-13.6pp | 69.5%-6.7pp |
| Annual return | 17.24% | 530.19%-512.9pp | 176.29%-159.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $973 | $2,471-60.6% | $3,680-73.6% | $2,343-58.5% |
| Participant deferral / active EE | $2,684 | $2,854-5.9% | $3,897-31.1% | $3,332-19.4% |
| Admin fee / account holder | $89 | $3,841-97.7% | $5,194-98.3% | $4,645-98.1% |