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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 | $11,759 | $183,592-93.6% | $155,574-92.4% | $145,877-91.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.03% | 61.37%-44.3pp | 64.87%-47.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,041 | $5,317-80.4% | $4,676-77.7% | $4,663-77.7% |
| Participant deferral / active EE | $2,392 | $6,466-63.0% | $5,629-57.5% | $6,691-64.3% |
| Admin fee / account holder | $33 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |