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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 | $10,126 | $55,437-81.7% | $155,534-93.5% | $74,459-86.4% |
| Participation rate | 42.0% | 61.9%-19.9pp | 78.2%-36.2pp | 67.2%-25.2pp |
| Annual return | 15.52% | 269.58%-254.1pp | 64.92%-49.4pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $498 | $2,266-78.0% | $4,675-89.3% | $2,626-81.0% |
| Participant deferral / active EE | $2,170 | $2,837-23.5% | $5,630-61.5% | $4,350-50.1% |
| Admin fee / account holder | $277 | $1,742-84.1% | $15,900-98.3% | $1,945-85.8% |