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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 | $12,992 | $228,352-94.3% | $185,835-93.0% | $158,966-91.8% |
| Participation rate | 64.7% | 82.3%-17.6pp | 78.0%-13.3pp | 82.0%-17.3pp |
| Annual return | 10.31% | 40.81%-30.5pp | 35.96%-25.7pp | 302.95%-292.6pp |
| Employer contribution / active EE | $852 | $4,967-82.8% | $4,087-79.1% | $4,762-82.1% |
| Participant deferral / active EE | $1,384 | $6,416-78.4% | $5,633-75.4% | $5,983-76.9% |
| Admin fee / account holder | $69 | $11,867-99.4% | $9,502-99.3% | $11,250-99.4% |