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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 | $10,876 | $93,346-88.3% | $71,796-84.9% | $273,972-96.0% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.1%-35.8pp | 83.0%-49.7pp |
| Annual return | 12.16% | 130.39%-118.2pp | 78.04%-65.9pp | 41.46%-29.3pp |
| Employer contribution / active EE | $613 | $2,733-77.6% | $1,924-68.2% | $4,869-87.4% |
| Participant deferral / active EE | $1,470 | $3,475-57.7% | $2,794-47.4% | $5,287-72.2% |
| Admin fee / account holder | $50 | $6,571-99.2% | $4,815-99.0% | $10,133-99.5% |