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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 | $11,716 | $117,846-90.1% | $102,434-88.6% | $145,884-92.0% |
| Participation rate | 56.3% | 78.6%-22.4pp | 76.5%-20.3pp | 80.3%-24.1pp |
| Annual return | 11.33% | 31.90%-20.6pp | 29.46%-18.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,387 | $3,615-61.6% | $3,023-54.1% | $4,662-70.3% |
| Participant deferral / active EE | $2,428 | $5,733-57.7% | $5,055-52.0% | $6,690-63.7% |
| Admin fee / account holder | $6 | $13,356-100.0% | $9,462-99.9% | $13,392-100.0% |