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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 | $15,393 | $162,785-90.5% | $133,959-88.5% | $158,950-90.3% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 21.62% | 41.94%-20.3pp | 45.09%-23.5pp | 302.91%-281.3pp |
| Employer contribution / active EE | $1,982 | $4,975-60.2% | $3,919-49.4% | $4,762-58.4% |
| Participant deferral / active EE | $1,982 | $5,910-66.5% | $5,047-60.7% | $5,983-66.9% |
| Admin fee / account holder | $50 | $11,738-99.6% | $8,928-99.4% | $11,248-99.6% |