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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 | $11,679 | $117,829-90.1% | $102,423-88.6% | $145,877-92.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 13.62% | 31.83%-18.2pp | 29.42%-15.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,125 | $3,615-68.9% | $3,023-62.8% | $4,663-75.9% |
| Participant deferral / active EE | $1,875 | $5,732-67.3% | $5,054-62.9% | $6,691-72.0% |
| Admin fee / account holder | $130 | $13,335-99.0% | $9,455-98.6% | $13,402-99.0% |