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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 | $17,001 | $135,956-87.5% | $123,894-86.3% | $273,972-93.8% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 8.37% | 56.63%-48.3pp | 47.52%-39.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $917 | $5,170-82.3% | $4,617-80.1% | $4,869-81.2% |
| Participant deferral / active EE | $3,849 | $6,343-39.3% | $5,984-35.7% | $5,287-27.2% |
| Admin fee / account holder | $74 | $9,817-99.2% | $8,357-99.1% | $10,133-99.3% |