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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 | $10,808 | $60,119-82.0% | $90,430-88.0% | $79,858-86.5% |
| Participation rate | 25.0% | 65.0%-40.0pp | 72.7%-47.7pp | 69.6%-44.6pp |
| Annual return | 31.58% | 71.94%-40.4pp | 1293.73%-1262.1pp | 31.72%-0.1pp |
| Employer contribution / active EE | $374 | $2,068-81.9% | $3,262-88.5% | $2,471-84.8% |
| Participant deferral / active EE | $963 | $2,938-67.2% | $3,963-75.7% | $3,740-74.2% |
| Admin fee / account holder | $30 | $3,976-99.2% | $5,613-99.5% | $5,306-99.4% |