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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 | $10,574 | $111,830-90.5% | $93,696-88.7% | $145,884-92.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.21% | 204.08%-189.9pp | 133.74%-119.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,357 | $3,093-56.1% | $2,422-44.0% | $4,662-70.9% |
| Participant deferral / active EE | $2,827 | $4,920-42.5% | $4,417-36.0% | $6,690-57.7% |
| Admin fee / account holder | $90 | $10,249-99.1% | $8,287-98.9% | $13,392-99.3% |