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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 | $10,946 | $112,933-90.3% | $90,970-88.0% | $158,982-93.1% |
| Participation rate | 47.6% | 74.7%-27.1pp | 69.0%-21.4pp | 82.0%-34.3pp |
| Annual return | 27.49% | 215.82%-188.3pp | 134.60%-107.1pp | 302.99%-275.5pp |
| Employer contribution / active EE | $1,096 | $2,893-62.1% | $2,122-48.3% | $4,763-77.0% |
| Participant deferral / active EE | $1,370 | $4,128-66.8% | $3,373-59.4% | $5,983-77.1% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |