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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 | $9,339 | $72,492-87.1% | $87,104-89.3% | $72,975-87.2% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 184.25% | 24.46%+159.8pp | 28.19%+156.1pp | 81.01%+103.2pp |
| Employer contribution / active EE | $1,074 | $1,894-43.3% | $2,521-57.4% | $2,440-56.0% |
| Participant deferral / active EE | $3,411 | $3,270+4.3% | $4,048-15.8% | $3,608-5.5% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |