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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 | $10,176 | $84,236-87.9% | $170,435-94.0% | $70,126-85.5% |
| Participation rate | 57.1% | 70.8%-13.7pp | 83.6%-26.5pp | 69.5%-12.4pp |
| Annual return | 42.73% | 23.06%+19.7pp | 205.94%-163.2pp | 73.15%-30.4pp |
| Employer contribution / active EE | $1,170 | $3,387-65.5% | $5,432-78.5% | $2,343-50.1% |
| Participant deferral / active EE | $2,819 | $3,086-8.6% | $4,939-42.9% | $3,332-15.4% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |