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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 | $17,903 | $93,346-80.8% | $71,796-75.1% | $273,972-93.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 43.75% | 130.39%-86.6pp | 78.04%-34.3pp | 41.46%+2.3pp |
| Employer contribution / active EE | $411 | $2,733-85.0% | $1,924-78.6% | $4,869-91.6% |
| Participant deferral / active EE | $2,281 | $3,475-34.4% | $2,794-18.4% | $5,287-56.9% |
| Admin fee / account holder | $18 | $6,571-99.7% | $4,815-99.6% | $10,133-99.8% |