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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 | $9,660 | $103,392-90.7% | $87,104-88.9% | $152,897-93.7% |
| Participation rate | 61.1% | 79.4%-18.2pp | 76.9%-15.8pp | 82.5%-21.3pp |
| Annual return | 33.26% | 28.10%+5.2pp | 28.19%+5.1pp | 345.43%-312.2pp |
| Employer contribution / active EE | $1,022 | $3,221-68.3% | $2,521-59.5% | $4,764-78.5% |
| Participant deferral / active EE | $1,840 | $4,778-61.5% | $4,048-54.6% | $5,851-68.6% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |