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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 | $16,489 | $125,190-86.8% | $105,624-84.4% | $145,897-88.7% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 16.03% | 225.22%-209.2pp | 116.20%-100.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,204 | $3,720-67.6% | $3,168-62.0% | $4,663-74.2% |
| Participant deferral / active EE | $1,970 | $5,716-65.5% | $5,013-60.7% | $6,689-70.6% |
| Admin fee / account holder | $10 | $17,138-99.9% | $10,961-99.9% | $13,390-99.9% |