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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 | $12,057 | $107,368-88.8% | $92,915-87.0% | $152,909-92.1% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.5%-18.2pp |
| Annual return | 21.37% | 145.64%-124.3pp | 109.45%-88.1pp | 345.46%-324.1pp |
| Employer contribution / active EE | $881 | $4,222-79.1% | $3,653-75.9% | $4,764-81.5% |
| Participant deferral / active EE | $2,317 | $4,848-52.2% | $4,238-45.3% | $5,851-60.4% |
| Admin fee / account holder | $286 | $7,082-96.0% | $5,796-95.1% | $11,601-97.5% |