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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 | $11,853 | $106,918-88.9% | $84,021-85.9% | $152,897-92.2% |
| Participation rate | 43.8% | 75.2%-31.5pp | 69.0%-25.3pp | 82.5%-38.7pp |
| Annual return | 27.29% | 105.01%-77.7pp | 71.32%-44.0pp | 345.43%-318.1pp |
| Employer contribution / active EE | $1,024 | $2,735-62.6% | $1,984-48.4% | $4,764-78.5% |
| Participant deferral / active EE | $1,411 | $4,012-64.8% | $3,239-56.4% | $5,851-75.9% |
| Admin fee / account holder | $14 | $8,288-99.8% | $6,102-99.8% | $11,599-99.9% |