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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 | $23,566 | $131,835-82.1% | $108,582-78.3% | $273,972-91.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 77.75% | -91.57%+169.3pp | -51.70%+129.4pp | 41.46%+36.3pp |
| Employer contribution / active EE | $1,569 | $4,913-68.1% | $3,758-58.3% | $4,869-67.8% |
| Participant deferral / active EE | $9,000 | $5,127+75.5% | $4,311+108.8% | $5,287+70.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |