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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 | $10,220 | $115,810-91.2% | $101,271-89.9% | $158,966-93.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 19.01% | 56.15%-37.1pp | 46.48%-27.5pp | 302.95%-283.9pp |
| Employer contribution / active EE | $1,049 | $4,175-74.9% | $3,660-71.3% | $4,762-78.0% |
| Participant deferral / active EE | $1,559 | $4,958-68.6% | $4,371-64.3% | $5,983-73.9% |
| Admin fee / account holder | $15 | $7,248-99.8% | $5,948-99.7% | $11,250-99.9% |