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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 | $18,251 | $124,346-85.3% | $111,308-83.6% | $167,536-89.1% |
| Participation rate | 61.1% | 79.6%-18.5pp | 77.3%-16.2pp | 82.1%-21.0pp |
| Annual return | 14.76% | 37.45%-22.7pp | 54.67%-39.9pp | 478.82%-464.1pp |
| Employer contribution / active EE | $895 | $3,437-74.0% | $2,732-67.3% | $4,839-81.5% |
| Participant deferral / active EE | $2,030 | $5,182-60.8% | $4,487-54.8% | $6,342-68.0% |
| Admin fee / account holder | $18 | $10,621-99.8% | $7,965-99.8% | $12,315-99.9% |