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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 | $8,239 | $110,337-92.5% | $102,383-92.0% | $145,877-94.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.33% | 24.83%-11.5pp | 24.94%-11.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,533 | $4,216-63.6% | $3,870-60.4% | $4,663-67.1% |
| Participant deferral / active EE | $1,533 | $5,621-72.7% | $5,060-69.7% | $6,691-77.1% |
| Admin fee / account holder | $86 | $9,750-99.1% | $8,391-99.0% | $13,402-99.4% |