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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 | $10,613 | $107,030-90.1% | $73,550-85.6% | $147,586-92.8% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 34.41% | 38.25%-3.8pp | -15.16%+49.6pp | 578.59%-544.2pp |
| Employer contribution / active EE | $132 | $1,760-92.5% | $1,219-89.2% | $4,876-97.3% |
| Participant deferral / active EE | $2,809 | $2,458+14.3% | $1,804+55.7% | $5,439-48.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |