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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 | $11,131 | $96,508-88.5% | $75,901-85.3% | $152,897-92.7% |
| Participation rate | 45.0% | 76.2%-31.2pp | 69.3%-24.3pp | 82.5%-37.5pp |
| Annual return | 26.36% | 33.99%-7.6pp | 30.76%-4.4pp | 345.43%-319.1pp |
| Employer contribution / active EE | $833 | $3,310-74.8% | $2,501-66.7% | $4,764-82.5% |
| Participant deferral / active EE | $1,607 | $4,554-64.7% | $3,603-55.4% | $5,851-72.5% |
| Admin fee / account holder | $130 | $8,081-98.4% | $5,420-97.6% | $11,599-98.9% |