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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 | $8,479 | $73,546-88.5% | $63,018-86.5% | $147,586-94.3% |
| Participation rate | 60.9% | 77.9%-17.0pp | 74.8%-13.9pp | 82.8%-22.0pp |
| Annual return | 26.66% | 175.56%-148.9pp | 87.62%-61.0pp | 578.59%-551.9pp |
| Employer contribution / active EE | $1,095 | $3,324-67.0% | $2,761-60.3% | $4,876-77.5% |
| Participant deferral / active EE | $2,005 | $4,185-52.1% | $3,330-39.8% | $5,439-63.1% |
| Admin fee / account holder | $162 | $5,956-97.3% | $3,601-95.5% | $10,886-98.5% |