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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 | $15,730 | $112,915-86.1% | $90,965-82.7% | $158,950-90.1% |
| Participation rate | 42.1% | 74.7%-32.6pp | 69.0%-26.9pp | 82.0%-39.9pp |
| Annual return | 15.98% | 215.75%-199.8pp | 134.57%-118.6pp | 302.91%-286.9pp |
| Employer contribution / active EE | $795 | $2,894-72.5% | $2,122-62.6% | $4,762-83.3% |
| Participant deferral / active EE | $2,523 | $4,128-38.9% | $3,373-25.2% | $5,983-57.8% |
| Admin fee / account holder | $49 | $8,044-99.4% | $5,960-99.2% | $11,248-99.6% |