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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 | $16,733 | $123,000-86.4% | $105,582-84.2% | $198,609-91.6% |
| Participation rate | 66.7% | 76.8%-10.1pp | 71.8%-5.1pp | 82.4%-15.7pp |
| Annual return | 14.06% | 18.31%-4.2pp | 18.61%-4.6pp | 202.70%-188.6pp |
| Employer contribution / active EE | $970 | $3,582-72.9% | $2,984-67.5% | $5,055-80.8% |
| Participant deferral / active EE | $2,952 | $5,013-41.1% | $4,353-32.2% | $6,977-57.7% |
| Admin fee / account holder | $234 | $16,254-98.6% | $12,856-98.2% | $19,030-98.8% |