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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 | $11,347 | $58,726-80.7% | $92,240-87.7% | $62,293-81.8% |
| Participation rate | 43.4% | 68.3%-24.9pp | 76.5%-33.1pp | 69.5%-26.1pp |
| Annual return | 22.42% | 43.62%-21.2pp | 176.29%-153.9pp | 28.90%-6.5pp |
| Employer contribution / active EE | $708 | $2,392-70.4% | $3,680-80.8% | $2,042-65.4% |
| Participant deferral / active EE | $1,856 | $2,766-32.9% | $3,897-52.4% | $3,169-41.4% |
| Admin fee / account holder | $272 | $556-51.1% | $5,194-94.8% | $479-43.2% |