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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 | $9,871 | $115,810-91.5% | $101,271-90.3% | $158,966-93.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 17.94% | 56.15%-38.2pp | 46.48%-28.5pp | 302.95%-285.0pp |
| Employer contribution / active EE | $1,527 | $4,175-63.4% | $3,660-58.3% | $4,762-67.9% |
| Participant deferral / active EE | $1,923 | $4,958-61.2% | $4,371-56.0% | $5,983-67.9% |
| Admin fee / account holder | $56 | $7,248-99.2% | $5,948-99.1% | $11,250-99.5% |