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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 | $19,117 | $63,346-69.8% | $92,240-79.3% | $70,126-72.7% |
| Participation rate | 21.1% | 68.7%-47.6pp | 76.5%-55.4pp | 69.5%-48.5pp |
| Annual return | 38.04% | 530.19%-492.2pp | 176.29%-138.3pp | 73.15%-35.1pp |
| Employer contribution / active EE | $811 | $2,471-67.2% | $3,680-78.0% | $2,343-65.4% |
| Participant deferral / active EE | $1,511 | $2,854-47.1% | $3,897-61.2% | $3,332-54.7% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |