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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 | $14,698 | $135,956-89.2% | $123,894-88.1% | $273,972-94.6% |
| Participation rate | 69.2% | 84.1%-14.8pp | 81.4%-12.2pp | 83.0%-13.8pp |
| Annual return | 7.83% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $897 | $5,170-82.6% | $4,617-80.6% | $4,869-81.6% |
| Participant deferral / active EE | $3,622 | $6,343-42.9% | $5,984-39.5% | $5,287-31.5% |
| Admin fee / account holder | $168 | $9,817-98.3% | $8,357-98.0% | $10,133-98.3% |