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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 | $7,659 | $111,814-93.2% | $103,374-92.6% | $145,959-94.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 23.33% | 24.77%-1.4pp | 24.89%-1.6pp | 561.95%-538.6pp |
| Employer contribution / active EE | $1,178 | $4,214-72.1% | $3,869-69.6% | $4,661-74.7% |
| Participant deferral / active EE | $2,389 | $5,618-57.5% | $5,058-52.8% | $6,689-64.3% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |