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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 | $11,738 | $165,939-92.9% | $122,354-90.4% | $147,586-92.0% |
| Participation rate | 57.9% | 79.6%-21.7pp | 71.6%-13.7pp | 82.8%-24.9pp |
| Annual return | 24.63% | 34.56%-9.9pp | 30.28%-5.6pp | 578.59%-554.0pp |
| Employer contribution / active EE | $1,049 | $5,754-81.8% | $4,051-74.1% | $4,876-78.5% |
| Participant deferral / active EE | $2,364 | $4,005-41.0% | $3,287-28.1% | $5,439-56.5% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |