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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 | $10,599 | $111,787-90.5% | $93,681-88.7% | $145,978-92.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 32.74% | 203.52%-170.8pp | 133.47%-100.7pp | 550.52%-517.8pp |
| Employer contribution / active EE | $1,054 | $3,093-65.9% | $2,422-56.5% | $4,662-77.4% |
| Participant deferral / active EE | $1,598 | $4,918-67.5% | $4,415-63.8% | $6,690-76.1% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |