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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 | $12,261 | $118,877-89.7% | $96,570-87.3% | $167,536-92.7% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.8%-7.3pp | 82.1%-19.6pp |
| Annual return | 16.39% | 50.50%-34.1pp | 37.79%-21.4pp | 478.82%-462.4pp |
| Employer contribution / active EE | $704 | $3,121-77.5% | $2,357-70.1% | $4,839-85.5% |
| Participant deferral / active EE | $1,900 | $4,617-58.8% | $3,849-50.6% | $6,342-70.0% |
| Admin fee / account holder | $57 | $8,069-99.3% | $6,182-99.1% | $12,315-99.5% |