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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 | $10,550 | $109,411-90.4% | $89,435-88.2% | $158,982-93.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 18.08% | 345.68%-327.6pp | 245.55%-227.5pp | 302.99%-284.9pp |
| Employer contribution / active EE | $1,083 | $3,173-65.9% | $2,587-58.1% | $4,763-77.3% |
| Participant deferral / active EE | $1,083 | $4,600-76.5% | $3,890-72.2% | $5,983-81.9% |
| Admin fee / account holder | $277 | $6,159-95.5% | $4,884-94.3% | $11,252-97.5% |