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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 | $11,146 | $106,247-89.5% | $96,515-88.5% | $139,466-92.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 25.98% | 38.47%-12.5pp | 35.73%-9.7pp | 373.66%-347.7pp |
| Employer contribution / active EE | $1,155 | $4,106-71.9% | $3,740-69.1% | $4,754-75.7% |
| Participant deferral / active EE | $1,420 | $5,456-74.0% | $4,880-70.9% | $6,712-78.8% |
| Admin fee / account holder | $11 | $7,885-99.9% | $6,735-99.8% | $11,409-99.9% |