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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 | $111,814-92.6% | $103,374-92.0% | $145,959-94.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.33% | 24.77%-11.4pp | 24.89%-11.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,533 | $4,214-63.6% | $3,869-60.4% | $4,661-67.1% |
| Participant deferral / active EE | $1,533 | $5,618-72.7% | $5,058-69.7% | $6,689-77.1% |
| Admin fee / account holder | $86 | $9,754-99.1% | $8,394-99.0% | $13,398-99.4% |