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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 | $11,541 | $60,139-80.8% | $90,461-87.2% | $79,856-85.5% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 12.08% | 71.96%-59.9pp | 1294.76%-1282.7pp | 31.71%-19.6pp |
| Employer contribution / active EE | $726 | $2,069-64.9% | $3,264-77.7% | $2,471-70.6% |
| Participant deferral / active EE | $1,558 | $2,939-47.0% | $3,964-60.7% | $3,741-58.3% |
| Admin fee / account holder | $233 | $3,978-94.1% | $5,617-95.8% | $5,306-95.6% |