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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 | $8,133 | $127,790-93.6% | $106,555-92.4% | $167,536-95.1% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 18.11% | 33.88%-15.8pp | 26.80%-8.7pp | 478.82%-460.7pp |
| Employer contribution / active EE | $1,415 | $3,428-58.7% | $2,819-49.8% | $4,839-70.8% |
| Participant deferral / active EE | $1,526 | $5,088-70.0% | $4,399-65.3% | $6,342-75.9% |
| Admin fee / account holder | $161 | $11,229-98.6% | $7,408-97.8% | $12,315-98.7% |