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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 | $10,468 | $99,652-89.5% | $78,778-86.7% | $147,586-92.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 22.57% | 47.28%-24.7pp | 35.62%-13.0pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,279 | $2,796-54.2% | $1,986-35.6% | $4,876-73.8% |
| Participant deferral / active EE | $2,491 | $3,664-32.0% | $2,958-15.8% | $5,439-54.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |