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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 | $7,045 | $103,392-93.2% | $87,104-91.9% | $152,897-95.4% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.9%-34.0pp | 82.5%-39.6pp |
| Annual return | 49.52% | 28.10%+21.4pp | 28.19%+21.3pp | 345.43%-295.9pp |
| Employer contribution / active EE | $1,003 | $3,221-68.8% | $2,521-60.2% | $4,764-78.9% |
| Participant deferral / active EE | $1,577 | $4,778-67.0% | $4,048-61.1% | $5,851-73.1% |
| Admin fee / account holder | $19 | $12,194-99.8% | $7,491-99.8% | $11,599-99.8% |