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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 | $11,983 | $127,296-90.6% | $109,907-89.1% | $167,536-92.8% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.2%-49.2pp | 82.1%-57.1pp |
| Annual return | 15.08% | 22.97%-7.9pp | 29.46%-14.4pp | 478.82%-463.7pp |
| Employer contribution / active EE | $388 | $3,325-88.3% | $2,844-86.4% | $4,839-92.0% |
| Participant deferral / active EE | $1,907 | $4,513-57.8% | $4,047-52.9% | $6,342-69.9% |
| Admin fee / account holder | $26 | $7,119-99.6% | $6,069-99.6% | $12,315-99.8% |