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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 | $13,895 | $103,392-86.6% | $87,104-84.0% | $152,897-90.9% |
| Participation rate | 35.7% | 79.4%-43.6pp | 76.9%-41.2pp | 82.5%-46.7pp |
| Annual return | 25.41% | 28.10%-2.7pp | 28.19%-2.8pp | 345.43%-320.0pp |
| Employer contribution / active EE | $650 | $3,221-79.8% | $2,521-74.2% | $4,764-86.3% |
| Participant deferral / active EE | $2,039 | $4,778-57.3% | $4,048-49.6% | $5,851-65.2% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |