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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 | $11,260 | $98,240-88.5% | $82,312-86.3% | $147,586-92.4% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 22.43% | 30.85%-8.4pp | 25.88%-3.4pp | 578.59%-556.2pp |
| Employer contribution / active EE | $1,155 | $3,192-63.8% | $2,428-52.5% | $4,876-76.3% |
| Participant deferral / active EE | $1,573 | $4,383-64.1% | $3,706-57.6% | $5,439-71.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |