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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 | $16,569 | $132,634-87.5% | $115,768-85.7% | $137,256-87.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 28.97% | 160.70%-131.7pp | 100.46%-71.5pp | 220.34%-191.4pp |
| Employer contribution / active EE | $1,070 | $3,360-68.1% | $2,940-63.6% | $4,156-74.2% |
| Participant deferral / active EE | $2,019 | $5,619-64.1% | $4,917-58.9% | $6,407-68.5% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |