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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 | $19,329 | $211,946-90.9% | $169,452-88.6% | $135,380-85.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -3.93% | 3.26%-7.2pp | 1.83%-5.8pp | 519.81%-523.7pp |
| Employer contribution / active EE | $1,230 | $5,117-76.0% | $4,157-70.4% | $4,779-74.3% |
| Participant deferral / active EE | $1,730 | $6,075-71.5% | $5,277-67.2% | $5,609-69.2% |
| Admin fee / account holder | $190 | $11,472-98.3% | $9,110-97.9% | $10,828-98.2% |