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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 | $13,581 | $72,404-81.2% | $110,243-87.7% | $64,173-78.8% |
| Participation rate | 48.1% | 73.3%-25.2pp | 79.8%-31.7pp | 69.6%-21.4pp |
| Annual return | 26.90% | -6.29%+33.2pp | 314.76%-287.9pp | 7.63%+19.3pp |
| Employer contribution / active EE | $860 | $2,282-62.3% | $3,827-77.5% | $2,381-63.9% |
| Participant deferral / active EE | $2,282 | $3,469-34.2% | $4,672-51.2% | $3,470-34.2% |
| Admin fee / account holder | $9 | $5,664-99.8% | $8,548-99.9% | $4,887-99.8% |