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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 | $13,993 | $91,179-84.7% | $178,499-92.2% | $79,852-82.5% |
| Participation rate | 38.2% | 69.2%-31.0pp | 81.9%-43.7pp | 69.6%-31.4pp |
| Annual return | 18.38% | 24.19%-5.8pp | 151.10%-132.7pp | 31.72%-13.3pp |
| Employer contribution / active EE | $776 | $3,256-76.2% | $5,011-84.5% | $2,471-68.6% |
| Participant deferral / active EE | $998 | $3,236-69.1% | $5,202-80.8% | $3,740-73.3% |
| Admin fee / account holder | $238 | $6,749-96.5% | $13,986-98.3% | $5,306-95.5% |