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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 | $10,239 | $157,276-93.5% | $141,177-92.7% | $152,885-93.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 62.96% | 64.33%-1.4pp | 71.40%-8.4pp | 345.39%-282.4pp |
| Employer contribution / active EE | $1,028 | $5,262-80.5% | $4,736-78.3% | $4,763-78.4% |
| Participant deferral / active EE | $2,725 | $7,110-61.7% | $6,710-59.4% | $5,851-53.4% |
| Admin fee / account holder | $24 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |