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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 | $11,425 | $111,830-89.8% | $93,696-87.8% | $145,884-92.2% |
| Participation rate | 52.9% | 74.2%-21.3pp | 68.7%-15.8pp | 80.3%-27.4pp |
| Annual return | 19.41% | 204.08%-184.7pp | 133.74%-114.3pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,292 | $3,093-58.2% | $2,422-46.7% | $4,662-72.3% |
| Participant deferral / active EE | $1,524 | $4,920-69.0% | $4,417-65.5% | $6,690-77.2% |
| Admin fee / account holder | $15 | $10,249-99.9% | $8,287-99.8% | $13,392-99.9% |