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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 | $15,591 | $104,251-85.0% | $91,004-82.9% | $147,586-89.4% |
| Participation rate | 27.3% | 78.2%-51.0pp | 75.6%-48.3pp | 82.8%-55.6pp |
| Annual return | 29.28% | 27.06%+2.2pp | 4.60%+24.7pp | 578.59%-549.3pp |
| Employer contribution / active EE | $680 | $3,116-78.2% | $2,456-72.3% | $4,876-86.1% |
| Participant deferral / active EE | $1,622 | $4,195-61.3% | $3,548-54.3% | $5,439-70.2% |
| Admin fee / account holder | $18 | $8,948-99.8% | $5,417-99.7% | $10,886-99.8% |