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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 | $13,593 | $39,245-65.4% | $64,105-78.8% | $52,331-74.0% |
| Participation rate | 66.9% | 58.2%+8.7pp | 68.2%-1.2pp | 68.1%-1.2pp |
| Annual return | 1.92% | 14.79%-12.9pp | 791.24%-789.3pp | 4.54%-2.6pp |
| Employer contribution / active EE | $1,150 | $736+56.2% | $1,820-36.8% | $1,882-38.9% |
| Participant deferral / active EE | $2,314 | $1,992+16.2% | $2,822-18.0% | $3,022-23.4% |
| Admin fee / account holder | $158 | $592-73.4% | $4,499-96.5% | $592-73.3% |