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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 | $11,092 | $176,402-93.7% | $134,162-91.7% | $158,982-93.0% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 27.34% | 63.66%-36.3pp | 36.35%-9.0pp | 302.99%-275.6pp |
| Employer contribution / active EE | $694 | $5,042-86.2% | $3,705-81.3% | $4,763-85.4% |
| Participant deferral / active EE | $2,105 | $4,093-48.6% | $3,500-39.9% | $5,983-64.8% |
| Admin fee / account holder | $34 | $8,719-99.6% | $6,685-99.5% | $11,252-99.7% |