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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 | $10,011 | $98,240-89.8% | $82,313-87.8% | $147,585-93.2% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 26.65% | 30.85%-4.2pp | 25.88%+0.8pp | 578.58%-551.9pp |
| Employer contribution / active EE | $759 | $3,192-76.2% | $2,428-68.8% | $4,876-84.4% |
| Participant deferral / active EE | $2,483 | $4,383-43.4% | $3,706-33.0% | $5,439-54.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |