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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 | $11,986 | $77,638-84.6% | $156,551-92.3% | $62,881-80.9% |
| Participation rate | 67.9% | 71.2%-3.3pp | 84.0%-16.2pp | 69.3%-1.4pp |
| Annual return | 9.13% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $730 | $3,444-78.8% | $5,501-86.7% | $2,281-68.0% |
| Participant deferral / active EE | $1,234 | $3,046-59.5% | $4,871-74.7% | $3,203-61.5% |
| Admin fee / account holder | $179 | $5,561-96.8% | $13,028-98.6% | $4,296-95.8% |