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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 | $10,065 | $48,053-79.1% | $84,637-88.1% | $72,976-86.2% |
| Participation rate | 51.7% | 57.6%-5.9pp | 68.2%-16.5pp | 69.5%-17.8pp |
| Annual return | 25.22% | 37.39%-12.2pp | 258.82%-233.6pp | 81.02%-55.8pp |
| Employer contribution / active EE | $853 | $1,602-46.8% | $2,653-67.9% | $2,440-65.1% |
| Participant deferral / active EE | $1,185 | $2,681-55.8% | $3,900-69.6% | $3,608-67.2% |
| Admin fee / account holder | $100 | $3,395-97.1% | $4,914-98.0% | $5,124-98.0% |