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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 | $15,215 | $116,190-86.9% | $93,614-83.7% | $152,885-90.0% |
| Participation rate | 42.9% | 78.0%-35.2pp | 75.8%-33.0pp | 82.5%-39.6pp |
| Annual return | 28.04% | 35.96%-7.9pp | 32.76%-4.7pp | 345.39%-317.4pp |
| Employer contribution / active EE | $997 | $3,219-69.0% | $2,718-63.3% | $4,763-79.1% |
| Participant deferral / active EE | $2,572 | $4,604-44.1% | $4,069-36.8% | $5,851-56.0% |
| Admin fee / account holder | $52 | $10,749-99.5% | $7,889-99.3% | $11,598-99.5% |