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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 | $11,398 | $93,346-87.8% | $71,796-84.1% | $273,972-95.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 16.18% | 130.39%-114.2pp | 78.04%-61.9pp | 41.46%-25.3pp |
| Employer contribution / active EE | $1,172 | $2,733-57.1% | $1,924-39.1% | $4,869-75.9% |
| Participant deferral / active EE | $1,862 | $3,475-46.4% | $2,794-33.4% | $5,287-64.8% |
| Admin fee / account holder | $9 | $6,571-99.9% | $4,815-99.8% | $10,133-99.9% |