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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 | $105,284-82.7% | $150,734-87.9% | $94,015-80.6% |
| Participation rate | 58.7% | 71.7%-13.0pp | 78.4%-19.7pp | 70.8%-12.1pp |
| Annual return | 28.25% | 15.67%+12.6pp | 600.81%-572.6pp | 17.84%+10.4pp |
| Employer contribution / active EE | $1,424 | $3,599-60.4% | $4,918-71.1% | $2,790-49.0% |
| Participant deferral / active EE | $2,483 | $4,274-41.9% | $5,610-55.7% | $4,249-41.6% |
| Admin fee / account holder | $250 | $9,839-97.5% | $14,905-98.3% | $8,951-97.2% |