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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 | $12,002 | $60,139-80.0% | $90,461-86.7% | $79,856-85.0% |
| Participation rate | 46.4% | 65.0%-18.6pp | 72.7%-26.3pp | 69.6%-23.2pp |
| Annual return | 26.20% | 71.96%-45.8pp | 1294.76%-1268.6pp | 31.71%-5.5pp |
| Employer contribution / active EE | $508 | $2,069-75.4% | $3,264-84.4% | $2,471-79.4% |
| Participant deferral / active EE | $955 | $2,939-67.5% | $3,964-75.9% | $3,741-74.5% |
| Admin fee / account holder | $23 | $3,978-99.4% | $5,617-99.6% | $5,306-99.6% |