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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 | $9,918 | $104,924-90.5% | $84,623-88.3% | $152,885-93.5% |
| Participation rate | 58.8% | 74.8%-16.0pp | 68.2%-9.4pp | 82.5%-23.6pp |
| Annual return | 19.68% | 373.82%-354.1pp | 258.77%-239.1pp | 345.39%-325.7pp |
| Employer contribution / active EE | $1,064 | $3,302-67.8% | $2,652-59.9% | $4,763-77.7% |
| Participant deferral / active EE | $2,145 | $4,689-54.3% | $3,899-45.0% | $5,851-63.3% |
| Admin fee / account holder | $187 | $6,242-97.0% | $4,913-96.2% | $11,598-98.4% |