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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 | $10,444 | $110,379-90.5% | $102,412-89.8% | $145,884-92.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.99% | 24.84%-13.8pp | 24.94%-13.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,079 | $4,216-74.4% | $3,870-72.1% | $4,662-76.9% |
| Participant deferral / active EE | $2,006 | $5,622-64.3% | $5,060-60.4% | $6,690-70.0% |
| Admin fee / account holder | $42 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |