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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 | $12,558 | $150,435-91.7% | $120,580-89.6% | $145,897-91.4% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 18.72% | 154.60%-135.9pp | 107.48%-88.8pp | 552.29%-533.6pp |
| Employer contribution / active EE | $972 | $4,352-77.7% | $3,469-72.0% | $4,663-79.2% |
| Participant deferral / active EE | $1,528 | $6,174-75.3% | $4,995-69.4% | $6,689-77.2% |
| Admin fee / account holder | $43 | $12,182-99.7% | $9,418-99.5% | $13,390-99.7% |