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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 | $13,353 | $63,346-78.9% | $92,239-85.5% | $70,124-81.0% |
| Participation rate | 30.2% | 68.7%-38.4pp | 76.5%-46.2pp | 69.5%-39.3pp |
| Annual return | 30.00% | 530.19%-500.2pp | 176.29%-146.3pp | 73.14%-43.1pp |
| Employer contribution / active EE | $687 | $2,471-72.2% | $3,680-81.3% | $2,342-70.7% |
| Participant deferral / active EE | $1,544 | $2,854-45.9% | $3,897-60.4% | $3,332-53.7% |
| Admin fee / account holder | $103 | $3,841-97.3% | $5,194-98.0% | $4,645-97.8% |