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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 | $10,063 | $115,911-91.3% | $100,530-90.0% | $158,950-93.7% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 97.26% | 34.80%+62.5pp | 30.89%+66.4pp | 302.91%-205.6pp |
| Employer contribution / active EE | $1,363 | $4,104-66.8% | $3,418-60.1% | $4,762-71.4% |
| Participant deferral / active EE | $5,175 | $6,676-22.5% | $6,271-17.5% | $5,983-13.5% |
| Admin fee / account holder | $45 | $10,999-99.6% | $8,083-99.4% | $11,248-99.6% |