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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 | $11,101 | $111,830-90.1% | $93,696-88.2% | $145,884-92.4% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.7pp |
| Annual return | 18.19% | 204.08%-185.9pp | 133.74%-115.5pp | 551.85%-533.7pp |
| Employer contribution / active EE | $1,382 | $3,093-55.3% | $2,422-42.9% | $4,662-70.4% |
| Participant deferral / active EE | $1,382 | $4,920-71.9% | $4,417-68.7% | $6,690-79.3% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |