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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 | $16,555 | $108,825-84.8% | $156,181-89.4% | $82,448-79.9% |
| Participation rate | 0.0% | 72.4%-72.4pp | 78.8%-78.8pp | 68.1%-68.1pp |
| Annual return | 20.35% | 20.59%-0.2pp | 64.87%-44.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,048 | $2,870-63.5% | $4,294-75.6% | $2,551-58.9% |
| Participant deferral / active EE | $1,992 | $4,577-56.5% | $6,132-67.5% | $4,139-51.9% |
| Admin fee / account holder | $184 | $9,341-98.0% | $14,586-98.7% | $7,234-97.5% |