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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 | $10,196 | $109,372-90.7% | $89,414-88.6% | $158,966-93.6% |
| Participation rate | 41.2% | 74.3%-33.1pp | 68.0%-26.8pp | 82.0%-40.8pp |
| Annual return | 28.12% | 345.55%-317.4pp | 245.50%-217.4pp | 302.95%-274.8pp |
| Employer contribution / active EE | $865 | $3,171-72.7% | $2,586-66.6% | $4,762-81.8% |
| Participant deferral / active EE | $2,841 | $4,598-38.2% | $3,890-27.0% | $5,983-52.5% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |