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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 | $55,446-81.7% | $155,574-93.5% | $74,429-86.4% |
| Participation rate | 42.0% | 61.9%-19.9pp | 78.2%-36.2pp | 67.2%-25.2pp |
| Annual return | 15.52% | 269.20%-253.7pp | 64.87%-49.3pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $498 | $2,266-78.0% | $4,676-89.4% | $2,625-81.0% |
| Participant deferral / active EE | $2,170 | $2,836-23.5% | $5,629-61.4% | $4,348-50.1% |
| Admin fee / account holder | $277 | $1,743-84.1% | $15,914-98.3% | $1,944-85.8% |