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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 | $16,495 | $99,652-83.4% | $78,778-79.1% | $147,586-88.8% |
| Participation rate | 45.8% | 76.2%-30.4pp | 69.2%-23.4pp | 82.8%-37.0pp |
| Annual return | 23.84% | 47.28%-23.4pp | 35.62%-11.8pp | 578.59%-554.8pp |
| Employer contribution / active EE | $1,234 | $2,796-55.9% | $1,986-37.9% | $4,876-74.7% |
| Participant deferral / active EE | $2,352 | $3,664-35.8% | $2,958-20.5% | $5,439-56.7% |
| Admin fee / account holder | $10 | $7,155-99.9% | $5,134-99.8% | $10,886-99.9% |