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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 | $14,061 | $176,402-92.0% | $134,162-89.5% | $158,966-91.2% |
| Participation rate | 25.0% | 78.7%-53.7pp | 72.2%-47.2pp | 82.0%-57.0pp |
| Annual return | 9.16% | 63.66%-54.5pp | 36.35%-27.2pp | 302.95%-293.8pp |
| Employer contribution / active EE | $94 | $5,042-98.1% | $3,705-97.5% | $4,762-98.0% |
| Participant deferral / active EE | $181 | $4,093-95.6% | $3,500-94.8% | $5,983-97.0% |
| Admin fee / account holder | $105 | $8,719-98.8% | $6,685-98.4% | $11,250-99.1% |