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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 | $10,798 | $53,128-79.7% | $86,582-87.5% | $70,126-84.6% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 22.04% | 27.66%-5.6pp | 965.08%-943.0pp | 73.15%-51.1pp |
| Employer contribution / active EE | $622 | $2,068-69.9% | $2,839-78.1% | $2,343-73.5% |
| Participant deferral / active EE | $959 | $2,695-64.4% | $3,609-73.4% | $3,332-71.2% |
| Admin fee / account holder | $58 | $3,584-98.4% | $4,904-98.8% | $4,645-98.8% |