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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 | $18,223 | $93,345-80.5% | $119,126-84.7% | $87,485-79.2% |
| Participation rate | 58.7% | 68.7%-10.0pp | 75.8%-17.0pp | 68.9%-10.2pp |
| Annual return | 28.25% | 19.08%+9.2pp | 282.11%-253.9pp | 26.06%+2.2pp |
| Employer contribution / active EE | $1,424 | $3,172-55.1% | $4,034-64.7% | $2,596-45.2% |
| Participant deferral / active EE | $2,483 | $4,099-39.4% | $5,318-53.3% | $4,274-41.9% |
| Admin fee / account holder | $250 | $8,039-96.9% | $10,693-97.7% | $7,775-96.8% |