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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 | $17,831 | $93,346-80.9% | $71,796-75.2% | $273,972-93.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 26.26% | 130.39%-104.1pp | 78.04%-51.8pp | 41.46%-15.2pp |
| Employer contribution / active EE | $425 | $2,733-84.5% | $1,924-77.9% | $4,869-91.3% |
| Participant deferral / active EE | $5,313 | $3,475+52.9% | $2,794+90.1% | $5,287+0.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |