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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 | $20,243 | $124,346-83.7% | $111,306-81.8% | $167,553-87.9% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 15.72% | 37.46%-21.7pp | 54.67%-38.9pp | 478.89%-463.2pp |
| Employer contribution / active EE | $2,119 | $3,438-38.4% | $2,732-22.4% | $4,840-56.2% |
| Participant deferral / active EE | $2,898 | $5,182-44.1% | $4,488-35.4% | $6,343-54.3% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |