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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 | $12,375 | $112,933-89.0% | $90,970-86.4% | $158,982-92.2% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 18.62% | 215.82%-197.2pp | 134.60%-116.0pp | 302.99%-284.4pp |
| Employer contribution / active EE | $1,042 | $2,893-64.0% | $2,122-50.9% | $4,763-78.1% |
| Participant deferral / active EE | $1,747 | $4,128-57.7% | $3,373-48.2% | $5,983-70.8% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |