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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 | $14,729 | $152,460-90.3% | $118,746-87.6% | $147,585-90.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.3%-28.3pp | 82.8%-32.8pp |
| Annual return | 30.72% | 17.41%+13.3pp | 24.54%+6.2pp | 578.57%-547.9pp |
| Employer contribution / active EE | $1,744 | $5,046-65.4% | $4,193-58.4% | $4,876-64.2% |
| Participant deferral / active EE | $2,713 | $6,212-56.3% | $5,332-49.1% | $5,439-50.1% |
| Admin fee / account holder | $11 | $16,953-99.9% | $10,720-99.9% | $10,885-99.9% |