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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 | $10,761 | $117,829-90.9% | $102,423-89.5% | $145,877-92.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 18.45% | 31.83%-13.4pp | 29.42%-11.0pp | 551.28%-532.8pp |
| Employer contribution / active EE | $1,305 | $3,615-63.9% | $3,023-56.8% | $4,663-72.0% |
| Participant deferral / active EE | $2,380 | $5,732-58.5% | $5,054-52.9% | $6,691-64.4% |
| Admin fee / account holder | $33 | $13,335-99.8% | $9,455-99.7% | $13,402-99.8% |