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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 | $15,595 | $183,516-91.5% | $155,534-90.0% | $145,884-89.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 18.23% | 61.43%-43.2pp | 64.92%-46.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $1,327 | $5,315-75.0% | $4,675-71.6% | $4,662-71.5% |
| Participant deferral / active EE | $2,147 | $6,467-66.8% | $5,630-61.9% | $6,690-67.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |