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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 | $18,449 | $63,346-70.9% | $92,240-80.0% | $70,126-73.7% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 19.89% | 530.19%-510.3pp | 176.29%-156.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $632 | $2,471-74.4% | $3,680-82.8% | $2,343-73.0% |
| Participant deferral / active EE | $1,992 | $2,854-30.2% | $3,897-48.9% | $3,332-40.2% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |