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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 | $11,114 | $73,546-84.9% | $63,018-82.4% | $147,586-92.5% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.8%-31.9pp | 82.8%-40.0pp |
| Annual return | 21.83% | 175.56%-153.7pp | 87.62%-65.8pp | 578.59%-556.8pp |
| Employer contribution / active EE | $461 | $3,324-86.1% | $2,761-83.3% | $4,876-90.5% |
| Participant deferral / active EE | $889 | $4,185-78.7% | $3,330-73.3% | $5,439-83.6% |
| Admin fee / account holder | $186 | $5,956-96.9% | $3,601-94.8% | $10,886-98.3% |