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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 | $7,637 | $111,535-93.2% | $105,223-92.7% | $137,256-94.4% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 26.71% | 237.85%-211.1pp | 180.65%-153.9pp | 220.34%-193.6pp |
| Employer contribution / active EE | $1,251 | $3,939-68.2% | $3,689-66.1% | $4,156-69.9% |
| Participant deferral / active EE | $1,987 | $5,500-63.9% | $5,072-60.8% | $6,407-69.0% |
| Admin fee / account holder | $40 | $9,721-99.6% | $8,859-99.5% | $12,270-99.7% |