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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 | $20,334 | $165,912-87.7% | $122,342-83.4% | $147,585-86.2% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 23.72% | 34.55%-10.8pp | 30.28%-6.6pp | 578.57%-554.8pp |
| Employer contribution / active EE | $1,743 | $5,754-69.7% | $4,051-57.0% | $4,876-64.3% |
| Participant deferral / active EE | $2,614 | $4,005-34.7% | $3,287-20.5% | $5,439-51.9% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |