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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 | $9,266 | $105,145-91.2% | $94,664-90.2% | $139,466-93.4% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 38.36% | 38.09%+0.3pp | 156.84%-118.5pp | 373.66%-335.3pp |
| Employer contribution / active EE | $1,273 | $4,107-69.0% | $3,673-65.3% | $4,754-73.2% |
| Participant deferral / active EE | $2,493 | $7,599-67.2% | $7,417-66.4% | $6,712-62.9% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |