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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 | $14,095 | $124,330-88.7% | $109,173-87.1% | $167,536-91.6% |
| Participation rate | 44.4% | 79.5%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 16.90% | 26.04%-9.1pp | 25.75%-8.9pp | 478.82%-461.9pp |
| Employer contribution / active EE | $1,182 | $4,209-71.9% | $3,723-68.2% | $4,839-75.6% |
| Participant deferral / active EE | $2,906 | $5,256-44.7% | $4,654-37.5% | $6,342-54.2% |
| Admin fee / account holder | $64 | $7,974-99.2% | $6,755-99.0% | $12,315-99.5% |