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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 | $7,311 | $111,535-93.4% | $105,223-93.1% | $137,256-94.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 15.95% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,246 | $3,939-68.4% | $3,689-66.2% | $4,156-70.0% |
| Participant deferral / active EE | $2,498 | $5,500-54.6% | $5,072-50.7% | $6,407-61.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |