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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 | $9,050 | $162,812-94.4% | $133,971-93.2% | $158,966-94.3% |
| Participation rate | 52.2% | 83.2%-31.1pp | 79.8%-27.7pp | 82.0%-29.8pp |
| Annual return | 71.64% | 41.94%+29.7pp | 45.09%+26.5pp | 302.95%-231.3pp |
| Employer contribution / active EE | $1,162 | $4,976-76.6% | $3,919-70.3% | $4,762-75.6% |
| Participant deferral / active EE | $1,921 | $5,910-67.5% | $5,047-61.9% | $5,983-67.9% |
| Admin fee / account holder | $20 | $11,741-99.8% | $8,929-99.8% | $11,250-99.8% |