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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 | $11,060 | $77,638-85.8% | $156,551-92.9% | $62,881-82.4% |
| Participation rate | 56.7% | 71.2%-14.5pp | 84.0%-27.3pp | 69.3%-12.6pp |
| Annual return | 7.68% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $503 | $3,444-85.4% | $5,501-90.8% | $2,281-77.9% |
| Participant deferral / active EE | $1,137 | $3,046-62.7% | $4,871-76.7% | $3,203-64.5% |
| Admin fee / account holder | $171 | $5,561-96.9% | $13,028-98.7% | $4,296-96.0% |