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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 | $15,917 | $63,346-74.9% | $92,240-82.7% | $70,126-77.3% |
| Participation rate | 41.2% | 68.7%-27.5pp | 76.5%-35.3pp | 69.5%-28.4pp |
| Annual return | 22.57% | 530.19%-507.6pp | 176.29%-153.7pp | 73.15%-50.6pp |
| Employer contribution / active EE | $932 | $2,471-62.3% | $3,680-74.7% | $2,343-60.2% |
| Participant deferral / active EE | $1,592 | $2,854-44.2% | $3,897-59.2% | $3,332-52.2% |
| Admin fee / account holder | $15 | $3,841-99.6% | $5,194-99.7% | $4,645-99.7% |