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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 | $13,498 | $124,351-89.1% | $109,188-87.6% | $167,553-91.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 20.25% | 26.04%-5.8pp | 25.76%-5.5pp | 478.89%-458.6pp |
| Employer contribution / active EE | $1,288 | $4,210-69.4% | $3,723-65.4% | $4,840-73.4% |
| Participant deferral / active EE | $2,326 | $5,257-55.8% | $4,654-50.0% | $6,343-63.3% |
| Admin fee / account holder | $41 | $7,975-99.5% | $6,755-99.4% | $12,316-99.7% |