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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 | $14,502 | $226,090-93.6% | $182,531-92.1% | $152,885-90.5% |
| Participation rate | 35.7% | 82.5%-46.7pp | 78.0%-42.3pp | 82.5%-46.7pp |
| Annual return | 26.12% | 192.57%-166.4pp | 148.57%-122.4pp | 345.39%-319.3pp |
| Employer contribution / active EE | $909 | $4,978-81.7% | $4,075-77.7% | $4,763-80.9% |
| Participant deferral / active EE | $1,257 | $6,369-80.3% | $5,525-77.3% | $5,851-78.5% |
| Admin fee / account holder | $48 | $10,705-99.6% | $8,593-99.4% | $11,598-99.6% |