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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 | $13,545 | $154,193-91.2% | $130,045-89.6% | $139,466-90.3% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 28.35% | 32.51%-4.2pp | -137.30%+165.7pp | 373.66%-345.3pp |
| Employer contribution / active EE | $1,873 | $5,292-64.6% | $4,321-56.7% | $4,754-60.6% |
| Participant deferral / active EE | $1,956 | $6,709-70.8% | $5,820-66.4% | $6,712-70.9% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |