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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 | $14,584 | $63,346-77.0% | $92,240-84.2% | $70,126-79.2% |
| Participation rate | 27.6% | 68.7%-41.1pp | 76.5%-48.9pp | 69.5%-42.0pp |
| Annual return | 16.79% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $705 | $2,471-71.5% | $3,680-80.9% | $2,343-69.9% |
| Participant deferral / active EE | $1,232 | $2,854-56.8% | $3,897-68.4% | $3,332-63.0% |
| Admin fee / account holder | $11 | $3,841-99.7% | $5,194-99.8% | $4,645-99.8% |