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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 | $15,824 | $132,099-88.0% | $115,599-86.3% | $138,895-88.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.3%-24.3pp | 79.9%-29.9pp |
| Annual return | 16.93% | 176.76%-159.8pp | 111.10%-94.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,092 | $3,416-68.0% | $2,955-63.1% | $4,194-74.0% |
| Participant deferral / active EE | $1,876 | $5,617-66.6% | $4,889-61.6% | $6,396-70.7% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |