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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 | $9,136 | $117,846-92.2% | $102,434-91.1% | $145,884-93.7% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.42% | 31.90%-18.5pp | 29.46%-16.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,969 | $3,615-45.5% | $3,023-34.9% | $4,662-57.8% |
| Participant deferral / active EE | $2,253 | $5,733-60.7% | $5,055-55.4% | $6,690-66.3% |
| Admin fee / account holder | $125 | $13,356-99.1% | $9,462-98.7% | $13,392-99.1% |